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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1041 | 1289 | 1221 | 1965 | 2311 |
Fund Return | 3.47% | 4.12% | 28.91% | 6.88% | 14.46% | 8.74% |
Place in category | 216 | 134 | 70 | 39 | 40 | 46 |
% in Category | 44 | 28 | 22 | 13 | 15 | 14 |
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 Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 14.96B | 4.20 | 7.29 | 8.43 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.09B | 0.83 | 2.89 | 9.44 | ||
Undiscovered Managers Behavioral V6 | 2.96B | 4.97 | 6.92 | 9.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Toll Brothers | US8894781033 | 0.90 | 119.71 | +0.33% | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
Unum | US91529Y1064 | 0.62 | 48.45 | -0.06% | |
HF Sinclair | US4039491000 | 0.62 | 52.03 | -0.38% | |
Amkor | US0316521006 | 0.55 | 34.59 | -0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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