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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1115 | 1152 | 1364 | 1791 | 3010 |
Fund Return | 5.7% | 11.52% | 15.18% | 10.91% | 12.36% | 11.65% |
Place in category | 2809 | 1094 | 2921 | 1433 | 761 | 425 |
% in Category | 38 | 15 | 47 | 29 | 22 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.43B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.43B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGD | 3.95B | 5.70 | 10.91 | 11.65 | ||
Dimensional World Allocation 60 40A | 2.9B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.9B | 5.17 | 5.13 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 21.56B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.56B | 4.78 | 6.70 | 9.96 | ||
Investment Funds Global Brands Funz | 21.56B | 4.79 | 6.71 | 9.96 | ||
Developed World Index Sub Fund FleA | 20.82B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 20.82B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 165.00 | -1.22% | |
Meta Platforms | US30303M1027 | 2.53 | 481.07 | -4.13% | |
NVIDIA | US67066G1040 | 2.43 | 762.00 | -10.00% | |
Microsoft | US5949181045 | 2.01 | 399.12 | -1.27% | |
Amazon.com | US0231351067 | 1.30 | 174.63 | -2.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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