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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1047 | 1144 | 1142 | 1443 | 1625 |
Fund Return | 4.67% | 4.67% | 14.39% | 4.53% | 7.61% | 4.98% |
Place in category | 498 | 498 | 280 | 151 | 168 | 101 |
% in Category | 65 | 65 | 44 | 27 | 25 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.82B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.02B | 10.00 | 10.16 | 11.16 | ||
DFA Emerging Markets Core Equity I | 26.5B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.06B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 14.94B | 4.98 | 10.01 | 8.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Total Intl Stock Index Adm | 75.19B | 4.30 | 1.88 | 4.45 | ||
Fidelity International Index Inst | 50.02B | 5.79 | 4.96 | 4.94 | ||
Fidelity Series Global ex US Index | 45.57B | 4.69 | 1.96 | 4.28 | ||
Vanguard Total Intl Stock Index I | 40.77B | 4.32 | 1.91 | 4.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.93 | 71.15 | +0.13% | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
TotalEnergies SE | FR0000120271 | 0.84 | 67.66 | +0.61% | |
Toyota Motor | JP3633400001 | 0.79 | 3,607.0 | +0.28% | |
Nestle | CH0038863350 | 0.79 | 93.36 | +1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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