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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1083 | 1235 | 1231 | 1749 | 2340 |
Fund Return | 8.29% | 8.29% | 23.53% | 7.16% | 11.83% | 8.87% |
Place in category | 2483 | 2483 | 2043 | 1440 | 722 | 437 |
% in Category | 34 | 34 | 32 | 29 | 20 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.39B | 3.59 | 4.42 | 7.89 | ||
Dimensional Global Core Equity FuUD | 6.39B | 3.65 | 4.43 | 7.89 | ||
Global Sustainability Core EquityUA | 4.15B | 8.29 | 7.17 | 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 % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 183.05 | -0.69% | |
Meta Platforms | US30303M1027 | 2.53 | 476.20 | +0.16% | |
NVIDIA | US67066G1040 | 2.43 | 898.78 | +1.27% | |
Microsoft | US5949181045 | 2.01 | 414.74 | +0.59% | |
Amazon.com | US0231351067 | 1.30 | 187.48 | -1.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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