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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1231 | 1256 | 1747 | 2393 |
Fund Return | 8.13% | 8.13% | 23.07% | 7.9% | 11.81% | 9.12% |
Place in category | 155 | 155 | 115 | 70 | 56 | 37 |
% in Category | 40 | 40 | 34 | 25 | 15 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.52B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 31.77B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.12B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.31B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.95B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 54.88B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 33.72B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 180.34M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 52.44M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 281.3M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 53.19 | - | - | |
DFA International Core Equity I | - | 19.21 | - | - | |
DFA US Core Equity 1 I | - | 17.74 | - | - | |
DFA Emerging Markets Core Equity I | - | 7.78 | - | - | |
DFA Real Estate Securities I | - | 1.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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