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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1104 | 1131 | 1380 | 1760 | 3002 |
Fund Return | 4.2% | 10.4% | 13.13% | 11.34% | 11.97% | 11.62% |
Place in category | 4587 | 2752 | 3675 | 1214 | 909 | 435 |
% in Category | 65 | 38 | 59 | 25 | 25 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.71B | 5.15 | 11.08 | 11.16 | ||
Dimensional Global Core Equity FuGD | 6.71B | 5.14 | 11.09 | 11.15 | ||
Global Sustainability Core EquityGA | 4.14B | 15.49 | 9.13 | 11.06 | ||
Global Sustainability Core EquityGD | 4.14B | 15.52 | 9.13 | 11.06 | ||
Dimensional World Allocation 60 40A | 2.9B | 2.65 | 5.26 | 6.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 22.95B | 4.73 | 7.02 | 9.18 | ||
MS Global Brands Fund Zg | 22.95B | 4.91 | 7.99 | 10.05 | ||
Investment Funds Global Brands Funz | 22.95B | 4.90 | 7.99 | 10.05 | ||
Developed World Index Sub Fund FleA | 21.39B | 6.21 | 12.47 | 12.31 | ||
Developed World Index Sub Fund Flex | 21.39B | 6.21 | 12.22 | 12.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.21 | 173.31 | +2.12% | |
Microsoft | US5949181045 | 2.98 | 421.43 | -0.05% | |
NVIDIA | US67066G1040 | 1.69 | 902.50 | -2.50% | |
Meta Platforms | US30303M1027 | 1.45 | 493.86 | -0.41% | |
Amazon.com | US0231351067 | 1.32 | 179.83 | +0.86% |
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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