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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1030 | 1141 | 1115 | 1387 | 1557 |
Fund Return | 2.98% | 2.98% | 14.12% | 3.7% | 6.75% | 4.52% |
Place in category | 26 | 26 | 24 | 23 | 27 | 15 |
% in Category | 62 | 62 | 52 | 55 | 57 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.79B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.05B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.46B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.4B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.85B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.36B | 5.32 | 6.19 | 4.54 | ||
DFA International Vector Equity I | 3.47B | 4.49 | 4.59 | 4.83 | ||
Free Market International Equity In | 3.09B | 4.84 | 4.79 | 4.05 | ||
Kopernik Global All-Cap I | 2.07B | 0.60 | 3.98 | 6.39 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 628.93M | 1.79 | 2.03 | 5.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank Ireland | IE00BD1RP616 | 0.44 | 10.33 | +0.68% | |
Covestro | DE0006062144 | 0.40 | 47.420 | +0.42% | |
Centrica | GB00B033F229 | 0.37 | 128.55 | +1.22% | |
Commerzbank | DE000CBK1001 | 0.37 | 13.720 | -1.47% | |
Julius Baer | CH0102484968 | 0.36 | 52.00 | +2.00% |
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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