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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1045 | 1259 | 1194 | 1733 | 2328 |
Fund Return | 9.27% | 4.51% | 25.89% | 6.09% | 11.63% | 8.82% |
Place in category | 273 | 452 | 269 | 603 | 443 | 348 |
% in Category | 23 | 37 | 25 | 54 | 45 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.2B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.05B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.51B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.66B | 5.60 | -0.83 | 4.09 | ||
DFA US Small Cap Value I | 15.41B | 4.20 | 7.29 | 8.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.03B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 5.02 | - | - | |
Exxon Mobil Corp | - | 4.28 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.54 | - | - | |
Chevron Corp | - | 2.47 | - | - | |
Comcast Corp Class A | - | 1.80 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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