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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1027 | 1065 | 988 | 1301 | 1564 |
Fund Return | 0.67% | 2.69% | 6.51% | -0.4% | 5.41% | 4.58% |
Place in category | 41 | 44 | 54 | 22 | 24 | 18 |
% in Category | 37 | 41 | 48 | 18 | 23 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.26B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.24B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.66B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.39B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.7B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.17B | 3.37 | -0.76 | 4.93 | ||
Victory Trivalent International SmI | 2.82B | 2.41 | -2.25 | 5.44 | ||
Fidelity International Small Cap | 1.56B | 0.73 | 0.92 | 6.36 | ||
Fidelity Advisor International Smai | 1.22B | 0.73 | 0.92 | 6.38 | ||
AB International Small Cap Adv | 873.09M | 3.77 | -2.09 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.91 | - | - | |
Banco de Sabadell | ES0113860A34 | 0.39 | 1.8885 | +1.67% | |
BE Semiconductor | NL0012866412 | 0.39 | 135.15 | +0.41% | |
Leonardo | IT0003856405 | 0.38 | 23.280 | +0.26% | |
Georg Fischer | CH1169151003 | 0.33 | 69.45 | +0.94% |
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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