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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 999 | 1318 | 1215 | 1768 | 2425 |
Fund Return | 12.33% | -0.07% | 31.81% | 6.71% | 12.07% | 9.26% |
Place in category | 167 | 289 | 147 | 168 | 61 | 55 |
% in Category | 43 | 70 | 34 | 47 | 22 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.13B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 35.52B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.62B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.93B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.6B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.61B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.23B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 10.94B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10.14B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.02 | 225.12 | +0.40% | |
NVIDIA | US67066G1040 | 3.54 | 146.27 | -1.36% | |
Microsoft | US5949181045 | 3.46 | 425.20 | +0.51% | |
Meta Platforms | US30303M1027 | 1.99 | 580.00 | -0.82% | |
Amazon.com | US0231351067 | 1.52 | 214.10 | +2.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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