
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 999 | 1167 | 1044 | 1101 | 1498 |
Fund Return | 2.44% | -0.06% | 16.68% | 1.45% | 1.94% | 4.13% |
Place in category | 32 | 30 | 6 | 1 | 22 | 23 |
% in Category | 25 | 21 | 7 | 1 | 18 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 5.73B | 4.22 | 15.54 | 13.02 | ||
DFA International Core Equity Class | 3.48B | 4.08 | 7.32 | 6.57 | ||
DFA International Vector Equity Cl | 1.22B | 2.66 | 8.03 | 7.09 | ||
DFA International Vector Equity Cla | 1.22B | 3.77 | 7.96 | 6.70 | ||
DFA Global Real Estate Securities A | 741.41M | 2.34 | 0.32 | 2.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities A | 741.41M | 2.34 | 0.32 | 2.96 | ||
United Real Estate Invest Corp E | 425.37M | 2.82 | -1.98 | 2.87 | ||
United Real Estate Invest Corp F | 425.37M | 2.85 | -1.59 | 3.28 | ||
United Real Estate Invest Corp W | 425.37M | 3.03 | 0.43 | 5.36 | ||
Russell Invst Glbl RlEst Sr F CAD | 235.13M | 2.73 | -0.15 | 3.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 5.67 | 120.97 | +0.06% | |
American Tower | US03027X1000 | 5.12 | 191.55 | -0.43% | |
Equinix | US29444U7000 | 4.94 | 919.68 | -2.19% | |
Welltower | US95040Q1040 | 4.54 | 148.58 | -1.16% | |
Digital | US2538681030 | 3.39 | 165.36 | -3.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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