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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1120 | 1162 | 1362 | 1906 |
Fund Return | 5.18% | 5.18% | 12.03% | 5.12% | 6.38% | 6.66% |
Place in category | 65 | 65 | 142 | 29 | 39 | 17 |
% in Category | 6 | 6 | 12 | 3 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.52B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.52B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 3.99B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 3.99B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40D | 2.92B | 5.17 | 5.13 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.83B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.83B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.71B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.71B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.71B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.76 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.82 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.86 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.85 | - | - | |
Microsoft | US5949181045 | 1.38 | 406.32 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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