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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1057 | 1155 | 1169 | 1460 | 1635 |
Fund Return | 5.73% | 5.73% | 15.46% | 5.34% | 7.86% | 5.04% |
Place in category | 293 | 293 | 174 | 78 | 127 | 93 |
% in Category | 36 | 36 | 25 | 13 | 20 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.37B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 33.62B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 32.19B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.75B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 25.35B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Total Intl Stock Index Adm | 75.19B | 4.30 | 1.88 | 4.45 | ||
Fidelity International Index Inst | 50.02B | 5.79 | 4.96 | 4.94 | ||
Fidelity Series Global ex US Index | 45.57B | 4.69 | 1.96 | 4.28 | ||
Vanguard Total Intl Stock Index I | 40.77B | 4.32 | 1.91 | 4.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 1.87 | 873.1 | -2.74% | |
ASML ADR | USN070592100 | 1.33 | 870.28 | +2.04% | |
Louis Vuitton | FR0000121014 | 1.24 | 767.00 | -0.96% | |
Nestle | CH0038863350 | 1.24 | 91.82 | -0.41% | |
Shell ADR | US7802593050 | 1.11 | 72.15 | +1.69% |
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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