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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1002 | 1052 | 1039 | 1010 | 1646 |
Fund Return | 0.23% | 0.23% | 5.2% | 1.28% | 0.21% | 5.11% |
Place in category | 86 | 86 | 65 | 55 | 82 | 37 |
% in Category | 76 | 76 | 50 | 55 | 85 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 4.95B | 12.25 | 12.57 | 12.83 | ||
DFA International Core Equity Class | 3.05B | 6.06 | 4.74 | 6.39 | ||
DFA International Vector Equity Cl | 1.08B | 6.99 | 7.32 | 7.20 | ||
DFA International Vector Equity Cla | 1.08B | 6.21 | 5.50 | 6.34 | ||
DFA Global Real Estate Securities F | 620.76M | 0.50 | 2.42 | 6.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities F | 620.76M | 0.50 | 2.42 | 6.30 | ||
United Real Estate Invest Corp W | 419.69M | 1.89 | 1.75 | 6.87 | ||
United Real Estate Invest Corp E | 419.69M | 1.26 | -0.69 | 4.35 | ||
United Real Estate Invest Corp F | 419.69M | 1.37 | -0.28 | 4.77 | ||
United Real Estate Investment Pool | 294.22M | 1.38 | -0.27 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.20 | 105.89 | -1.74% | |
American Tower | US03027X1000 | 5.62 | 181.39 | +0.06% | |
Equinix | US29444U7000 | 4.80 | 692.71 | -2.69% | |
Welltower | US95040Q1040 | 2.96 | 98.42 | +0.98% | |
Crown Castle | US22822V1017 | 2.89 | 97.31 | +1.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Buy |
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