Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1090 | 1252 | 1284 | 1801 | 2426 |
Fund Return | 9.02% | 9.02% | 25.17% | 8.69% | 12.48% | 9.27% |
Place in category | 149 | 149 | 92 | 140 | 61 | 52 |
% in Category | 34 | 34 | 26 | 40 | 22 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.51B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.75B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.95B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.64B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.13B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 14.03B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 10.2B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.37B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 1.18 | 472.60 | +0.93% | |
Amazon.com | US0231351067 | 1.15 | 188.00 | -0.40% | |
Exxon Mobil | US30231G1022 | 1.06 | 116.16 | -0.01% | |
JPMorgan | US46625H1005 | 1.06 | 195.63 | +2.02% | |
Berkshire Hathaway B | US0846707026 | 0.94 | 406.41 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review