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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1092 | 1190 | 1352 | 1749 | 2968 |
Fund Return | 9.23% | 9.23% | 19.04% | 10.58% | 11.82% | 11.49% |
Place in category | 2527 | 2527 | 2726 | 1335 | 1024 | 572 |
% in Category | 34 | 34 | 43 | 27 | 27 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.55B | 9.24 | 10.58 | 11.50 | ||
Global Sustainability Core EquityGA | 4.01B | 5.70 | 10.91 | 11.65 | ||
Global Sustainability Core EquityGD | 4.01B | 5.70 | 10.91 | 11.65 | ||
Dimensional World Allocation 60 40A | 2.93B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.93B | 5.17 | 5.13 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 21.78B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.78B | 4.78 | 6.70 | 9.96 | ||
Investment Funds Global Brands Funz | 21.78B | 4.79 | 6.71 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.08B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.08B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.00 | 169.89 | +0.51% | |
Microsoft | US5949181045 | 2.98 | 399.04 | -2.45% | |
NVIDIA | US67066G1040 | 1.88 | 826.32 | +3.71% | |
Meta Platforms | US30303M1027 | 1.57 | 441.38 | -10.56% | |
Amazon.com | US0231351067 | 1.49 | 173.67 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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