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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1042 | 1240 | 1167 | 1751 | 2202 |
Fund Return | 8.49% | 4.19% | 24.04% | 5.3% | 11.85% | 8.21% |
Place in category | 2611 | 1479 | 1603 | 1355 | 998 | 561 |
% in Category | 37 | 23 | 25 | 27 | 26 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.46B | 8.45 | 5.29 | 8.21 | ||
Global Sustainability Core Equity F | 4.26B | 8.06 | 4.87 | 8.62 | ||
Global Sustainability Core EquityUA | 4.26B | 8.06 | 4.87 | 8.62 | ||
Dimensional Pacific Basin Small Com | 116.98M | 1.75 | -0.78 | 4.50 | ||
Dimensional Pacific Basin Small CUA | 116.98M | -0.42 | -1.62 | 4.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund InsD | 22.67B | 9.22 | 6.38 | 9.00 | ||
Developed World Index Sub Fund USD | 22.67B | 9.22 | 6.60 | 9.10 | ||
Developed World Index Sub Fund FlAU | 22.67B | 9.29 | 6.76 | 9.27 | ||
IE00BD0NCN62 | 22.67B | 5.19 | 8.66 | - | ||
Global Stock Index Ins USD | 19.88B | 5.53 | 8.59 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.84 | 208.14 | +0.31% | |
Microsoft | US5949181045 | 2.82 | 447.67 | -0.47% | |
NVIDIA | US67066G1040 | 2.19 | 118.11 | -6.68% | |
Amazon.com | US0231351067 | 1.55 | 185.57 | -1.86% | |
Meta Platforms | US30303M1027 | 1.29 | 498.91 | +0.83% |
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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