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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 988 | 1017 | 1198 | 1226 | 1652 | 2148 |
Fund Return | -1.16% | 1.69% | 19.8% | 7.02% | 10.56% | 7.94% |
Place in category | 240 | 267 | 74 | 33 | 43 | 70 |
% in Category | 48 | 52 | 21 | 11 | 17 | 21 |
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Targeted Value I | 13.35B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.29B | -3.10 | 1.85 | 9.10 | ||
Undiscovered Managers Behavioral V6 | 3.1B | 1.21 | 6.75 | 9.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taylor Morrison Home Corp | - | 1.00 | - | - | |
Future on E-mini S&P 500 Futures | - | 0.94 | - | - | |
Amkor Technology Inc | - | 0.91 | - | - | |
PVH Corp | - | 0.83 | - | - | |
Mohawk Industries Inc | - | 0.76 | - | - |
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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