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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1192 | 1180 | 1650 | 2243 |
Fund Return | 3.97% | 3.97% | 19.25% | 5.67% | 10.54% | 8.41% |
Place in category | 468 | 468 | 297 | 105 | 148 | 107 |
% in Category | 74 | 74 | 51 | 21 | 30 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.46B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 31.66B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 30.83B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.31B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.87B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 14.65B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
Abercrombie&Fitch | US0028962076 | 0.55 | 109.67 | +0.32% | |
CorVel | US2210061097 | 0.54 | 234.97 | +2.34% | |
Boise Cascad Llc | US09739D1000 | 0.54 | 133.83 | -0.61% | |
CBIZ | US1248051021 | 0.43 | 74.66 | +0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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