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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1038 | 1136 | 1104 | 1400 | 1587 |
Fund Return | 3.77% | 3.77% | 13.61% | 3.37% | 6.96% | 4.73% |
Place in category | 633 | 633 | 348 | 291 | 289 | 150 |
% in Category | 83 | 83 | 53 | 49 | 44 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.16B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.43B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.73B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.58B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.95B | 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 | 0.85 | 850.6 | -2.58% | |
Future on E-mini S&P 500 Futures | - | 0.81 | - | - | |
Samsung Electronics Co | KR7005930003 | 0.80 | 77,600 | -0.51% | |
Shell ADR | US7802593050 | 0.68 | 72.38 | +0.37% | |
Toyota Motor | JP3633400001 | 0.68 | 3,581.0 | -0.67% |
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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