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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1046 | 1236 | 1321 | 1858 | 2317 |
Fund Return | 4.63% | 4.63% | 23.64% | 9.72% | 13.19% | 8.77% |
Place in category | 254 | 254 | 99 | 38 | 41 | 50 |
% in Category | 51 | 51 | 26 | 12 | 16 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.51B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.75B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.95B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.64B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.13B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 7.13 | 7.31 | 8.87 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 | ||
Vanguard Small Cap Value Index I | 5.42B | 7.13 | 7.32 | 8.89 | ||
Victory Sycamore Small Company OppI | 3.23B | 3.84 | 5.47 | 9.53 | ||
Undiscovered Managers Behavioral V6 | 3.05B | 6.39 | 9.73 | 9.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Toll Brothers | US8894781033 | 0.98 | 124.05 | -1.87% | |
Future on E-mini S&P 500 Futures | - | 0.93 | - | - | |
HF Sinclair | US4039491000 | 0.62 | 56.93 | +3.79% | |
Unum | US91529Y1064 | 0.60 | 52.58 | +0.21% | |
United States Steel | US9129091081 | 0.57 | 38.36 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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