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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1062 | 1201 | 1092 | 1529 | 1629 |
Fund Return | 7.22% | 6.24% | 20.07% | 2.98% | 8.86% | 5% |
Place in category | 376 | 133 | 134 | 147 | 122 | 91 |
% in Category | 47 | 17 | 18 | 26 | 19 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.12B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 32.97B | 10.04 | 8.17 | 11.02 | ||
DFA Emerging Markets Core Equity I | 27.61B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.04B | 9.27 | 6.09 | 8.82 | ||
DFA US Small Cap Value I | 15.28B | 4.20 | 7.29 | 8.43 |
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 | 48.57B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 44.6B | 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 % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 0.96 | - | - | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
TotalEnergies SE | FR0000120271 | 0.87 | 64.35 | -0.91% | |
Toyota Motor | JP3633400001 | 0.84 | 3,272.0 | +1.65% | |
Nestle | CH0038863350 | 0.78 | 96.48 | -1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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