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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1207 | 1048 | 1279 | 1300 | 1792 | 2583 |
Fund Return | 20.71% | 4.83% | 27.92% | 9.13% | 12.37% | 9.95% |
Place in category | 83 | 36 | 45 | 32 | 30 | 17 |
% in Category | 26 | 14 | 17 | 14 | 11 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.85B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 33.94B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.77B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 26.99B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.74B | 21.86 | 10.75 | 9.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.44B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 35.88B | 16.38 | 7.03 | 8.43 | ||
American Funds Capital World Gr I | 15.43B | 16.28 | 6.92 | 8.32 | ||
Templeton Growth A | 7.74B | 9.71 | 7.06 | 4.16 | ||
Templeton Growth Adv | 187.95M | 9.93 | 7.33 | 4.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 54.00 | - | - | |
DFA US Core Equity 1 I | - | 18.01 | - | - | |
DFA International Core Equity I | - | 17.85 | - | - | |
DFA Emerging Markets Core Equity I | - | 8.02 | - | - | |
DFA Real Estate Securities I | - | 1.60 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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