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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1150 | 1105 | 1443 | 1627 |
Fund Return | 5.3% | 5.3% | 15% | 3.39% | 7.61% | 4.99% |
Place in category | 379 | 379 | 211 | 285 | 164 | 98 |
% in Category | 47 | 47 | 32 | 47 | 24 | 26 |
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 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 % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.55 | 884.8 | -0.20% | |
ASML ADR | USN070592100 | 1.92 | 909.77 | -1.00% | |
Louis Vuitton | FR0000121014 | 1.54 | 779.20 | -1.64% | |
Toyota Motor | JP3633400001 | 1.08 | 3,511.0 | +0.37% | |
Roche Holding Participation | CH0012032048 | 1.06 | 221.20 | +0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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