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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1162 | 1197 | 1454 | 1559 |
Fund Return | 5.32% | 5.32% | 16.24% | 6.19% | 7.77% | 4.54% |
Place in category | 9 | 9 | 15 | 12 | 17 | 14 |
% in Category | 14 | 14 | 31 | 20 | 33 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.92B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.45B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.4B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.48B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.28B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Vector Equity I | 3.43B | 4.49 | 4.59 | 4.83 | ||
Free Market International Equity In | 3.02B | 4.84 | 4.79 | 4.05 | ||
Kopernik Global All-Cap I | 2.04B | 0.60 | 3.98 | 6.39 | ||
DFA World ex US Targeted Val Instl | 708.91M | 2.98 | 3.70 | 4.52 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 616.93M | 1.79 | 2.03 | 5.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Banco de Sabadell | ES0113860A34 | 1.12 | 1.5060 | -0.89% | |
Leonardo | IT0003856405 | 1.09 | 21.980 | -1.12% | |
Celestica Inc. | CA15101Q1081 | 0.89 | 60.42 | +1.07% | |
Helvetia | CH0466642201 | 0.80 | 118.70 | -1.25% | |
Jyske Bank | DK0010307958 | 0.75 | 572.0 | -1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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