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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1084 | 1223 | 1115 | 1508 | 1514 |
Fund Return | 8.7% | 8.41% | 22.27% | 3.7% | 8.56% | 4.24% |
Place in category | 17 | 19 | 24 | 18 | 22 | 16 |
% in Category | 34 | 38 | 48 | 39 | 49 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBB Free Market US Equity Instl | 3.97B | 5.74 | 5.39 | 8.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.22B | 10.46 | 5.24 | 5.00 | ||
DFA International Vector Equity I | 3.46B | 7.71 | 3.21 | 4.95 | ||
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 % | |
---|---|---|---|---|---|
DFA International Small Cap Value I | - | 40.21 | - | - | |
DFA International Value III | - | 15.16 | - | - | |
International Value Series | - | 15.09 | - | - | |
iShares MSCI EAFE Small-Cap ETF | - | 8.48 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 5.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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