Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1034 | 1278 | 1191 | 1853 | 2379 |
Fund Return | 7.24% | 3.4% | 27.82% | 6.01% | 13.13% | 9.06% |
Place in category | 140 | 215 | 91 | 109 | 61 | 47 |
% in Category | 34 | 57 | 25 | 32 | 22 | 17 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 1.22 | 109.11 | -0.85% | |
Amazon.com | US0231351067 | 1.16 | 183.66 | -0.09% | |
JPMorgan | US46625H1005 | 1.11 | 193.78 | +0.06% | |
Meta Platforms | US30303M1027 | 1.05 | 504.16 | +0.11% | |
Berkshire Hathaway B | US0846707026 | 0.92 | 405.54 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review