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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1044 | 1253 | 1193 | 1823 | 2364 |
Fund Return | 8.86% | 4.44% | 25.34% | 6.07% | 12.76% | 8.98% |
Place in category | 140 | 124 | 80 | 63 | 53 | 28 |
% in Category | 37 | 31 | 21 | 22 | 13 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.34B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.14B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 31.23B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.82B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.5B | 9.27 | 6.09 | 8.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.2B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.78B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 189.18M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 53.95M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 292.64M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 52.94 | - | - | |
DFA International Core Equity I | - | 19.27 | - | - | |
DFA US Core Equity 1 I | - | 17.64 | - | - | |
DFA Emerging Markets Core Equity I | - | 8.14 | - | - | |
DFA Real Estate Securities I | - | 1.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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