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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1032 | 1110 | 1056 | 1381 | 1605 |
Fund Return | 3.21% | 3.21% | 11.03% | 1.83% | 6.66% | 4.84% |
Place in category | 52 | 52 | 56 | 25 | 26 | 20 |
% in Category | 44 | 44 | 48 | 21 | 29 | 32 |
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 International Core Equity I | 31.23B | 4.67 | 4.53 | 4.98 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.03B | 6.41 | 1.74 | 5.19 | ||
Victory Trivalent International SmI | 2.71B | 6.00 | 0.32 | 5.72 | ||
Fidelity International Small Cap | 1.58B | 3.13 | 2.80 | 6.58 | ||
Fidelity Advisor International Smai | 1.23B | 3.13 | 2.80 | 6.60 | ||
AB International Small Cap Adv | 846.31M | 5.56 | -0.01 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.92 | - | - | |
BE Semiconductor | NL0012866412 | 0.48 | 142.35 | -0.87% | |
Leonardo | IT0003856405 | 0.41 | 22.290 | -1.68% | |
Banco Bpm | IT0005218380 | 0.35 | 6.250 | +1.96% | |
Georg Fischer | CH1169151003 | 0.34 | 63.25 | -1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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