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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1035 | 1183 | 1122 | 1564 | 1699 |
Fund Return | 10.94% | 3.47% | 18.35% | 3.92% | 9.35% | 5.44% |
Place in category | 494 | 541 | 373 | 178 | 121 | 99 |
% in Category | 71 | 78 | 55 | 30 | 19 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.5B | 17.75 | 8.94 | 11.83 | ||
DFA US Core Equity 2 I | 34.15B | 17.12 | 8.81 | 11.23 | ||
DFA Emerging Markets Core Equity I | 28.11B | 9.58 | 0.93 | 3.80 | ||
DFA US Large Cap Value I | 25.11B | 14.77 | 7.86 | 8.80 | ||
DFA US Small Cap Value I | 16.52B | 9.38 | 10.05 | 8.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard Total Intl Stock Index Adm | 77.93B | 10.72 | 1.94 | 4.62 | ||
Fidelity International Index Inst | 54.7B | 12.26 | 4.33 | 5.37 | ||
Fidelity Series Global ex US Index | 49.37B | 11.26 | 2.20 | 4.45 | ||
Vanguard Total Intl Stock Index I | 42.74B | 10.75 | 1.97 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 1.07 | 68.72 | -0.64% | |
Future on E-mini S&P 500 Futures | - | 0.86 | - | - | |
TotalEnergies SE | FR0000120271 | 0.85 | 61.99 | -1.05% | |
Toyota Motor | JP3633400001 | 0.80 | 2,634.0 | +0.90% | |
Novartis ADR | US66987V1098 | 0.76 | 115.94 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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