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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 976 | 1345 | 1143 | 1453 | 1686 |
Fund Return | 15.3% | -2.39% | 34.54% | 4.56% | 7.75% | 5.36% |
Place in category | 46 | 240 | 51 | 247 | 102 | 91 |
% in Category | 13 | 68 | 15 | 78 | 42 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.46B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 31.74B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.02B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.91B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.74B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.59B | 3.13 | 5.14 | 4.02 | ||
Fidelity Series International VVV | 15.07B | 7.88 | 9.25 | 5.12 | ||
Vanguard International Value Inv | 13.94B | 4.01 | 2.91 | 4.20 | ||
DFA International Value I | 8.95B | 6.95 | 8.91 | 4.74 | ||
Oakmark International Institutional | 8.65B | 0.15 | 0.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Toyota Motor | JP3633400001 | 2.75 | 3,581.0 | -0.67% | |
Royal Dutch Shell PLC ADR Class B | - | 2.65 | - | - | |
TotalEnergies SE | FR0000120271 | 2.04 | 66.85 | -2.54% | |
Mercedes Benz Group | DE0007100000 | 1.72 | 70.910 | -0.04% | |
BP PLC ADR | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Neutral | BUY | BUY |
Summary | Neutral | Buy | Strong Buy |
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