DFA Large Cap International Portfolio Institutional Class (DFALX)
NASDAQ NASDAQ Primary Summary
DFALX Chart
DFA Large Cap International Portfolio Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,204 | $24,923.61 | $45,198.16 | $20,274.55 | 81.35% |
DFA Large Cap International Portfolio Institutional Class (DFALX) FAQ
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DFA Large Cap International Portfolio Institutional Class Profile
| NASDAQ Exchange | United States Country |
Overview
The described company is a portfolio focused on investing primarily in large cap companies across various global markets. With at least 80% of its net assets allocated towards securities of large cap entities, it adjusts its investment strategies based on the Advisor's definition of a large company's minimum market capitalization, which varies by country or region. This allows for a diversified and adaptive investment approach tailored to the evolving financial landscapes. Furthermore, to manage its equity market exposure in response to the dynamics of cash inflows and outflows, the Portfolio employs futures contracts and options on futures contracts related to both foreign and U.S. equity securities and indices. This investment strategy aims to optimize returns while considering market volatility and liquidity factors.
Products and Services
The Portfolio offers a range of investment products and services designed to cater to the diverse needs of its clients, each characterized by a strategic approach to managing investments in large cap companies and leveraging financial instruments to adjust market exposure.
- Securities Investment
Primarily investing in securities of large cap companies across different international markets, this service provides diversified exposure to high-capitalization companies that are deemed to have a stable investment profile. This strategy is adaptable to the specific market capitalization requirements of each country or region, aligning with the Portfolio's goal of achieving superior risk-adjusted returns.
- Futures Contracts
To manage and adjust its equity market exposure effectively, the Portfolio engages in the purchase or sale of futures contracts. This involves agreements to buy or sell equity securities and indices at a future date, allowing for strategic increases or decreases in market exposure based on the Portfolio's projected cash flows. This approach provides flexibility in responding to market conditions and optimizing investment outcomes.
- Options on Futures Contracts
In addition to futures contracts, the Portfolio employs options on futures contracts as a tool for managing its investment strategies. This allows for a more nuanced control over its equity exposure, offering the ability to hedge against potential losses or to capitalize on anticipated market movements. Through options, the Portfolio can potentially mitigate risk while pursuing growth opportunities in both U.S. and foreign equity markets.
