The issuer of the International Small Cap ETF (DFIS) employs a comprehensive investment strategy that encompasses research, portfolio design, portfolio management, and trading activities. This approach is designed to emphasize long-term drivers of expected returns identified through thorough research, while also maintaining risk mitigation through broad diversification across industries, sectors, and countries. The portfolio primarily invests in small non-U.S. companies in developed market countries, with a focus on market capitalization-weighted selections. Additionally, the issuer may emphasize specific stocks based on factors like lower relative prices (value stocks) and higher profitability stocks.
While the primary focus of the International Small Cap ETF (DFIS) may be on long-term capital appreciation, it also provides opportunities for dividend returns. Dividend distributions for DFIS are influenced by the performance and dividend policies of the small, non-U.S. companies it invests in, which are typically associated with developed market countries. The fund aims to invest at least 80% of its net assets in securities of small companies within approved markets, and the portfolio's design balances long-term drivers of expected returns with diversification across sectors and countries. Investors considering DFIS can benefit from potential dividend income while participating in the growth potential of small-cap stocks in developed non-U.S. markets.
The Direxion International Small Cap ETF, known as DFIS, employs a comprehensive investment strategy to fulfill its objective. This approach combines thorough research, portfolio design, effective portfolio management, and precise trading functions. DFIS prioritizes long-term expected returns identified through meticulous research while maintaining risk mitigation through diversified investments across various companies, sectors, and countries. The portfolio management and trading processes of DFIS are designed to balance both long-term and short-term expected returns, as well as trading costs. DFIS adopts a market capitalization-weighted approach to acquire securities of small, non-U.S. companies in developed market countries. This means that companies with higher market capitalizations will have a larger representation in the portfolio. The fund may emphasize certain stocks, such as smaller capitalization companies, lower-priced stocks, or higher profitability stocks, based on their potential within the small-cap segment of developed non-U.S. markets. Furthermore, DFIS focuses on investing in small companies within approved markets designated by the Advisor. Under normal circumstances, at least 80% of the fund's net assets will be invested in small companies within these markets. The Advisor sets the maximum market capitalization limit for small companies in each country or region where the fund invests, with the threshold varying by location based on market conditions. DFIS also considers shorter-term factors like price momentum and investment characteristics when making investment decisions. These criteria are subject to change over time as market conditions evolve. The fund aims to minimize trading costs by using a flexible trading approach that optimizes market liquidity while managing portfolio turnover and transaction expenses.
The correlation aspect of the DFA Dimensional International Small Cap ETF (DFIS) ETF is not readily available. However, understanding the correlations of this ETF with various assets and sectors can provide valuable insights into its performance and risk characteristics. To analyze DFIS's correlations, investors can utilize the ETF insider web app, which offers a user-friendly tool for studying correlations with deep and interesting data visualization. This tool can help investors assess how DFIS interacts with other US ETFs, allowing for better portfolio diversification and risk management strategies.
The DFIS Sector ETF focuses on international small-cap companies in developed markets. Employing an integrated investment approach, the fund combines research, portfolio design, management, and trading functions to identify long-term drivers of expected returns while maintaining broad diversification across various sectors and countries. DFIS emphasizes small-cap stocks, value stocks, and high-profitability stocks within the small-cap segment of developed non-U.S. markets, with a market capitalization threshold of $8,202 million or lower for small companies as of December 31, 2022. The fund may use depositary receipts, futures contracts, options on futures, and foreign currency transactions to achieve its investment objectives. Please note that DFIS is an actively managed ETF, and its performance may differ from that of specific index funds.
The exposure characteristic of the DFIS International Small Cap ETF highlights its focus on small, non-U.S. companies in developed market countries. This ETF seeks to capture the potential for growth and profitability in these smaller companies while maintaining diversification across various sectors and countries. With an emphasis on market capitalization-weighted investments, DFIS provides exposure to companies with higher market capitalizations while also considering factors like relative price and profitability. Investors looking for exposure to international small-cap stocks can utilize DFIS as a part of their investment strategy.
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