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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1056 | 1197 | 1112 | 1528 | 1616 |
Fund Return | 7.7% | 5.58% | 19.68% | 3.6% | 8.84% | 4.92% |
Place in category | 303 | 276 | 162 | 84 | 129 | 100 |
% in Category | 37 | 32 | 23 | 13 | 20 | 26 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 51.18B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.01 | 991.0 | +1.15% | |
Shell ADR | US7802593050 | 1.28 | 69.00 | -1.09% | |
Nestle | CH0038863350 | 1.20 | 95.28 | +0.19% | |
TotalEnergies SE | FR0000120271 | 1.16 | 61.42 | -1.43% | |
Louis Vuitton | FR0000121014 | 1.12 | 711.40 | -2.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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