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Investing.com - Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to...
Investing.com -- Citi strategists project another positive year for global stocks in 2025, forecasting a potential upside of 10% for the MSCI All-Country World Equity Index. The...
A look at the day ahead in U.S. and global markets from Mike Dolan Dragging up government borrowing costs across the world, the new year spike in long-term U.S. Treasury yields is...
U.S. stock market has outperformed other markets in the last 15 years, but this has not always been the case Which is why diversification across geographical areas is critical Some...
After a weak February, markets rallied in March. U.S. markets were up by low single digits, while bond markets were in the same range. International markets also showed modest...
After a strong January, markets continued to rally in early February, only to roll over and end the month down. Fears about inflation rebounded, and worries that the Fed would hike...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 931 | 1073 | 1036 | 1248 | 1603 |
Fund Return | 7.32% | -6.87% | 7.32% | 1.18% | 4.53% | 4.84% |
Place in category | 282 | 395 | 282 | 80 | 109 | 94 |
% in Category | 37 | 46 | 37 | 18 | 19 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.23B | 21.35 | 8.24 | 11.96 | ||
DFA US Core Equity 2 I | 34.43B | 20.27 | 7.92 | 11.38 | ||
DFA International Core Equity I | 30.17B | 3.99 | 1.87 | 5.78 | ||
DFA US Large Cap Value I | 24.56B | 12.75 | 5.80 | 8.59 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Series Emerging Markets | 21.52B | 7.84 | -2.15 | 5.01 | ||
US00771X4198 | 20.47B | 6.20 | 2.67 | - | ||
American Funds New World R6 | 20.15B | 6.88 | -0.94 | 6.57 | ||
American Funds New World F2 | 17.65B | 6.79 | -1.05 | 6.46 | ||
Vanguard Emerging Mkts Stock Idx Ad | 16.44B | 10.95 | -0.13 | 3.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 4.37 | 1,120.00 | 0.00% | |
Tencent Holdings | KYG875721634 | 2.92 | 389.80 | +2.63% | |
Taiwan Semiconductor | US8740391003 | 1.73 | 211.50 | -1.53% | |
Samsung Electronics Co | KR7005930003 | 1.48 | 53,400 | -0.56% | |
Alibaba | KYG017191142 | 0.98 | 84.55 | +4.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Neutral |
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