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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1041 | 1191 | 1171 | 1626 | 2319 |
Fund Return | 3.01% | 4.13% | 19.15% | 5.4% | 10.21% | 8.78% |
Place in category | 189 | 193 | 73 | 114 | 65 | 51 |
% in Category | 43 | 46 | 22 | 35 | 22 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.03B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.54B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.34B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.39B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.27B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.19B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.43B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 1.13 | - | - | |
Amazon.com Inc | - | 1.13 | - | - | |
Meta Platforms Inc Class A | - | 1.12 | - | - | |
JPMorgan Chase & Co | - | 1.09 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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