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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1166 | 1012 | 1302 | 1241 | 1765 | 2811 |
Fund Return | 16.58% | 1.2% | 30.21% | 7.47% | 12.03% | 10.89% |
Place in category | 2600 | 4195 | 1509 | 1642 | 924 | 464 |
% in Category | 37 | 60 | 23 | 31 | 23 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 7.47B | 24.78 | 10.72 | 11.00 | ||
Dimensional Global Core Equity FunD | 7.47B | 24.77 | 10.72 | 11.00 | ||
Global Sustainability Core Equity D | 4.77B | 16.61 | 7.47 | 10.89 | ||
Dimensional Pacific Basin Small CEA | 123.31M | 8.96 | 3.86 | 7.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BD0NCM55 | 23.27B | 27.73 | 11.13 | - | ||
Developed World Index Sub Fund EUR | 23.27B | 27.86 | 11.25 | 12.04 | ||
Developed World Index Sub Fund InAE | 23.27B | 27.68 | 11.08 | 11.86 | ||
Developed World Index Sub Fund Inst | 23.27B | 27.68 | 10.85 | 11.76 | ||
Global Stock Index Ins EUR | 20.29B | 27.35 | 11.04 | 11.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.41 | 245.00 | +0.67% | |
NVIDIA | US67066G1040 | 3.55 | 149.43 | +3.43% | |
Meta Platforms | US30303M1027 | 2.23 | 630.20 | +4.23% | |
Microsoft | US5949181045 | 1.82 | 427.85 | +1.06% | |
Amazon.com | US0231351067 | 1.48 | 227.61 | +1.53% |
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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