Asia Pacific Small Fund Quote
| DFRSX Fund | USD 19.64 0.09 0.46% |
PerformanceStrong
| Odds Of DistressLow
|
Asia Pacific is trading at 19.64 as of the 20th of July 2025; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 19.55. Asia Pacific has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Asia Pacific Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. More on Asia Pacific Small
Moving together with Asia Mutual Fund
Asia Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Miscellaneous Region Funds, Miscellaneous Region, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 30th of June 2025 |
Asia Pacific Small [DFRSX] is traded in USA and was established 20th of July 2025. Asia Pacific is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Miscellaneous Region category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 379.97 M in assets under management (AUM) with no minimum investment requirementsAsia Pacific Small is currently producing year-to-date (YTD) return of 15.96% with the current yeild of 0.04%, while the total return for the last 3 years was 7.02%.
Check Asia Pacific Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Asia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Asia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Asia Pacific Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Asia Pacific Small Mutual Fund Constituents
| SMUPF | Sims Limited | Pink Sheet | Steel |
Asia Pacific Small Risk Profiles
| Mean Deviation | 0.5887 | |||
| Semi Deviation | 0.1269 | |||
| Standard Deviation | 0.7795 | |||
| Variance | 0.6076 |
Asia Pacific Against Markets
Other Information on Investing in Asia Mutual Fund
Asia Pacific financial ratios help investors to determine whether Asia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Asia with respect to the benefits of owning Asia Pacific security.
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