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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1071 | 1180 | 1013 | 1467 | 1645 |
Fund Return | 6.53% | 7.14% | 18.04% | 0.44% | 7.97% | 5.1% |
Place in category | 36 | 10 | 33 | 19 | 18 | 17 |
% in Category | 33 | 12 | 32 | 16 | 21 | 28 |
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% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.12B | 8.79 | 0.20 | 5.33 | ||
Victory Trivalent International SmI | 2.74B | 8.69 | -1.27 | 5.91 | ||
Fidelity International Small Cap | 1.6B | 4.66 | 1.24 | 6.66 | ||
Fidelity Advisor International Smai | 1.27B | 4.65 | 1.24 | 6.68 | ||
AB International Small Cap Adv | 854.76M | 7.44 | -1.53 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.89 | - | - | |
Banco de Sabadell | ES0113860A34 | 0.49 | 1.7420 | -2.13% | |
Leonardo | IT0003856405 | 0.35 | 21.180 | -5.28% | |
BE Semiconductor | NL0012866412 | 0.34 | 153.60 | -3.52% | |
Georg Fischer | CH1169151003 | 0.31 | 62.40 | -1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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