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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1037 | 1154 | 1139 | 1567 | 2137 |
Fund Return | 3.65% | 3.75% | 15.43% | 4.43% | 9.4% | 7.89% |
Place in category | 4007 | 2620 | 3051 | 1571 | 1228 | 647 |
% in Category | 58 | 39 | 48 | 31 | 32 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.39B | 3.59 | 4.42 | 7.89 | ||
Global Sustainability Core EquityUA | 4.15B | 8.29 | 7.17 | 8.87 | ||
Global Sustainability Core Equity F | 4.15B | 8.29 | 7.16 | 8.87 | ||
Dimensional Pacific Basin Small CUA | 115.34M | -0.42 | -1.62 | 4.47 | ||
Dimensional Pacific Basin Small Com | 115.34M | -0.39 | -1.62 | 4.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund InsD | 21.75B | 8.53 | 8.34 | 9.25 | ||
Developed World Index Sub Fund USD | 21.75B | 8.54 | 8.56 | 9.36 | ||
Developed World Index Sub Fund FlAU | 21.75B | 4.60 | 5.76 | 9.01 | ||
IE00BD0NCN62 | 21.75B | 5.19 | 8.66 | - | ||
Global Stock Index Ins USD | 19.64B | 5.53 | 8.59 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.94 | - | - | |
Apple Inc | - | 2.75 | - | - | |
NVIDIA Corp | - | 2.08 | - | - | |
Amazon.com Inc | - | 1.47 | - | - | |
Meta Platforms Inc Class A | - | 1.40 | - | - |
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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