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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1012 | 1052 | 1028 | 1037 | - |
Fund Return | 1.87% | 1.24% | 5.2% | 0.92% | 0.72% | - |
Place in category | 464 | 87 | 409 | 25 | 23 | - |
% in Category | 96 | 21 | 91 | 9 | 8 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.93B | 2.74 | 0.18 | 1.90 | ||
DFA Five-Year Global Fixed-Income I | 9.36B | 0.70 | 2.03 | 1.44 | ||
DFA Intermediate Govt Fixed-Income | 6.01B | 2.96 | -1.23 | 1.12 | ||
DFA Short-Term Extended Quality I | 5.68B | 0.84 | 2.65 | 1.81 | ||
DFA Inflation-Protected Securities | 5.08B | 3.53 | -0.83 | 2.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 165.8B | 2.69 | -0.44 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 152.05B | 2.67 | -0.51 | 1.38 | ||
Vanguard Total Bond Market Index Ad | 101.31B | 2.75 | -0.43 | 1.48 | ||
Fidelity US Bond Index Instl Prem | 62.16B | 2.74 | -0.43 | 1.48 | ||
Baird Aggregate Bond Inst | 51.58B | 2.90 | 0.05 | 1.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Intermediate Govt Fixed-Income I | - | 50.20 | - | - | |
DFA Two-Year Global Fixed-Income I | - | 30.05 | - | - | |
United States Treasury Notes 0.125% | - | 4.70 | - | - | |
United States Treasury Notes 0.125% | - | 4.43 | - | - | |
United States Treasury Notes 0.625% | - | 4.14 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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