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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 983 | 1015 | 1188 | 1206 | 1665 | 2216 |
Fund Return | -1.73% | 1.52% | 18.81% | 6.44% | 10.74% | 8.28% |
Place in category | 293 | 285 | 91 | 42 | 42 | 48 |
% in Category | 57 | 55 | 27 | 13 | 16 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.78B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.94B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.17B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.52B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.41B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.74B | -1.16 | 7.02 | 7.94 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.24B | -3.10 | 1.85 | 9.10 | ||
Undiscovered Managers Behavioral V6 | 3.05B | 1.21 | 6.75 | 9.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.98 | - | - | |
Toll Brothers Inc | - | 0.91 | - | - | |
HF Sinclair Corp | - | 0.64 | - | - | |
Unum Group | - | 0.61 | - | - | |
Cleveland-Cliffs Inc | - | 0.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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