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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1183 | 1095 | 1321 | 1417 | 2013 | 2633 |
Fund Return | 18.32% | 9.45% | 32.13% | 12.33% | 15.02% | 10.16% |
Place in category | 227 | 125 | 172 | 47 | 33 | 42 |
% in Category | 43 | 31 | 36 | 13 | 12 | 13 |
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 22.72B | 21.77 | 10.34 | 9.73 | ||
DFA US Small Cap Value I | 16.28B | 18.96 | 12.95 | 9.76 | ||
Vanguard Small Cap Value Index I | 6.71B | 21.77 | 10.35 | 9.74 | ||
Pear Tree Polaris Small Cap Ord | 3.98B | 18.75 | 10.14 | 7.80 | ||
Invesco SmallCapValue Y | 3.81B | 32.54 | 21.93 | 13.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 1.07 | 94.87 | +0.58% | |
Future on E-mini S&P 500 Futures | - | 0.88 | - | - | |
Unum | US91529Y1064 | 0.71 | 72.01 | +1.48% | |
SoFi Technologies | US83406F1021 | 0.59 | 15.35 | +2.13% | |
Ally Financial Inc | US02005N1000 | 0.56 | 34.86 | +0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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