Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 0.74 | 0.02 |
Stocks | 26.98 | 26.98 | 0.00 |
Bonds | 72.30 | 72.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.31 | 16.95 |
Price to Book | 2.56 | 2.51 |
Price to Sales | 1.62 | 1.76 |
Price to Cash Flow | 10.74 | 10.54 |
Dividend Yield | 2.08 | 2.22 |
5 Years Earnings Growth | 11.15 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.75 | 21.05 |
Financial Services | 14.86 | 15.07 |
Industrials | 12.04 | 11.53 |
Consumer Cyclical | 11.27 | 10.55 |
Healthcare | 10.55 | 12.16 |
Communication Services | 7.39 | 6.58 |
Consumer Defensive | 6.14 | 6.43 |
Energy | 5.57 | 4.95 |
Basic Materials | 4.71 | 4.39 |
Utilities | 2.27 | 2.69 |
Real Estate | 1.46 | 4.61 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 50.88 | - | - | |
DFA LTIP Institutional | - | 21.18 | - | - | |
DFA US Core Equity 1 I | - | 9.66 | - | - | |
DFA US Large Company I | - | 9.62 | - | - | |
DFA Large Cap International I | - | 3.73 | - | - | |
DFA Emerging Markets Core Equity I | - | 2.26 | - | - | |
DFA International Core Equity I | - | 1.86 | - | - | |
DFA Short-Term Extended Quality I | - | 0.40 | - | - | |
DFA Two-Year Global Fixed-Income I | - | 0.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 10.98B | -1.98 | -2.79 | 1.70 | ||
DFA Five-Year Global Fixed-Income I | 9.26B | 1.81 | -0.47 | 1.26 | ||
DFA Short-Term Extended Quality I | 5.84B | 1.71 | 0.36 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.61B | -3.24 | -3.99 | 0.84 | ||
DFA Inflation-Protected Securities | 5.11B | -1.57 | -1.76 | 1.92 |
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