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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1103 | 1128 | 1371 | 1726 | 2879 |
Fund Return | 5.15% | 10.33% | 12.84% | 11.08% | 11.54% | 11.16% |
Place in category | 3602 | 2820 | 3771 | 1348 | 1118 | 579 |
% in Category | 50 | 39 | 61 | 27 | 30 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 6.72B | 5.14 | 11.09 | 11.15 | ||
Global Sustainability Core EquityGD | 4.14B | 15.52 | 9.13 | 11.06 | ||
Global Sustainability Core EquityGA | 4.14B | 15.49 | 9.13 | 11.06 | ||
Dimensional World Allocation 60 40A | 2.91B | 2.65 | 5.26 | 6.49 | ||
Dimensional World Allocation 60 40D | 2.91B | 2.64 | 5.24 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 23.06B | 4.73 | 7.02 | 9.18 | ||
MS Global Brands Fund Zg | 23.06B | 4.91 | 7.99 | 10.05 | ||
Investment Funds Global Brands Funz | 23.06B | 4.90 | 7.99 | 10.05 | ||
Developed World Index Sub Fund FleA | 21.52B | 6.21 | 12.47 | 12.31 | ||
Developed World Index Sub Fund Flex | 21.52B | 6.21 | 12.22 | 12.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.17 | 171.48 | -1.06% | |
Microsoft | US5949181045 | 2.97 | 420.72 | -0.17% | |
NVIDIA | US67066G1040 | 1.51 | 903.56 | +0.12% | |
Amazon.com | US0231351067 | 1.35 | 180.38 | +0.31% | |
Meta Platforms | US30303M1027 | 1.29 | 485.58 | -1.68% |
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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