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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1075 | 1209 | 1100 | 1542 | 1621 |
Fund Return | 7.71% | 7.47% | 20.94% | 3.21% | 9.05% | 4.95% |
Place in category | 22 | 23 | 27 | 19 | 18 | 11 |
% in Category | 48 | 48 | 59 | 43 | 37 | 38 |
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% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.22B | 10.46 | 5.24 | 5.00 | ||
Free Market International Equity In | 3.08B | 8.70 | 3.70 | 4.24 | ||
Kopernik Global All-Cap I | 2.01B | 3.18 | 1.14 | 6.77 | ||
DFA World ex US Targeted Val Instl | 715.98M | 7.84 | 2.75 | 4.83 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 615.42M | 6.95 | 1.66 | 5.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 0.88 | 61.90 | +0.78% | |
Shell ADR | US7802593050 | 0.84 | 69.00 | -1.09% | |
Future on E-mini S&P 500 Futures | - | 0.80 | - | - | |
Swiss Re | CH0126881561 | 0.42 | 109.30 | +0.37% | |
Orange | FR0000133308 | 0.42 | 9.37 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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