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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1090 | 1256 | 1250 | 1638 | 1618 |
Fund Return | 10.5% | 9.04% | 25.59% | 7.73% | 10.38% | 4.93% |
Place in category | 57 | 82 | 56 | 17 | 23 | 28 |
% in Category | 13 | 16 | 14 | 6 | 9 | 13 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 41.07B | 7.34 | 4.39 | 4.03 | ||
Fidelity Series International VVV | 15.73B | 11.14 | 8.12 | 5.14 | ||
Vanguard International Value Inv | 13.78B | 5.33 | 1.20 | 4.01 | ||
DFA International Value I | 8.99B | 10.56 | 7.68 | 4.80 | ||
Causeway International Value Instl | 8.63B | 7.00 | 7.00 | 4.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.75 | 69.00 | -1.09% | |
TotalEnergies SE | FR0000120271 | 3.91 | 61.42 | -1.43% | |
UBS Group | CH0244767585 | 1.48 | 26.92 | -1.07% | |
Mercedes Benz Group | DE0007100000 | 1.45 | 63.200 | -0.71% | |
Zurich Insurance Group | CH0011075394 | 1.33 | 470.80 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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