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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1023 | 1214 | 1285 | 1774 | 3011 |
Fund Return | 8.12% | 2.29% | 21.38% | 8.71% | 12.15% | 11.65% |
Place in category | 3114 | 3927 | 1315 | 1625 | 757 | 438 |
% in Category | 45 | 60 | 21 | 33 | 21 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 6.45B | 8.48 | 9.14 | 11.22 | ||
Dimensional Global Core Equity FuGA | 6.45B | 8.47 | 9.14 | 11.22 | ||
Global Sustainability Core EquityGA | 4.27B | 8.10 | 8.70 | 11.65 | ||
Dimensional World Allocation 60 40A | 3.06B | 5.05 | 4.34 | 6.49 | ||
Dimensional World Allocation 60 40D | 3.06B | 5.04 | 4.33 | 6.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.66B | 0.38 | 3.20 | 9.01 | ||
MS Global Brands Fund AXg | 21.66B | -0.03 | 2.26 | 8.14 | ||
MS Global Brands Fund Zg | 21.66B | 0.39 | 3.20 | 9.01 | ||
Developed World Index Sub Fund FleA | 22.62B | 9.61 | 10.66 | 12.32 | ||
Developed World Index Sub Fund Flex | 22.62B | 9.61 | 10.41 | 12.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.66 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 2.97 | 123.50 | -0.40% | |
Meta Platforms | US30303M1027 | 2.07 | 503.89 | -3.02% | |
Microsoft | US5949181045 | 1.94 | 446.95 | -1.30% | |
Amazon.com | US0231351067 | 1.41 | 193.25 | -2.33% |
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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