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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 995 | 1020 | 1001 | 1058 | 1183 |
Fund Return | -0.46% | -0.46% | 2.05% | 0.02% | 1.14% | 1.7% |
Place in category | 282 | 282 | 272 | 57 | 168 | 143 |
% in Category | 94 | 94 | 92 | 23 | 74 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.05B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.27B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.35B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.95B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.18B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.09B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.6B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.55B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UNIVERSITY TEX UNIV REVS 5% | - | 1.11 | - | - | |
MASSACHUSETTS ST 5% | - | 0.96 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.85 | - | - | |
PRINCE GEORGES CNTY MD 3% | - | 0.76 | - | - | |
HAWAII ST 5% | - | 0.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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