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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 993 | 1011 | 1016 | 1048 | 1162 |
Fund Return | 1.12% | -0.7% | 1.12% | 0.52% | 0.93% | 1.51% |
Place in category | 219 | 199 | 219 | 146 | 138 | 36 |
% in Category | 97 | 89 | 97 | 74 | 72 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.57B | 21.35 | 8.24 | 11.96 | ||
DFA US Core Equity 2 I | 34.38B | 20.27 | 7.92 | 11.38 | ||
DFA International Core Equity I | 31.24B | 3.99 | 1.87 | 5.78 | ||
DFA Emerging Markets Core Equity I | 27.09B | 7.32 | 1.18 | 4.84 | ||
DFA US Large Cap Value I | 24.94B | 12.75 | 5.80 | 8.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 29.54B | 2.72 | 1.31 | 1.69 | ||
Vanguard Short-Term Tx-Ex Adm | 14.18B | 3.20 | 2.12 | 1.47 | ||
AB Diversified Municipal | 4.81B | 2.24 | 0.39 | 1.78 | ||
AB Intermediate Diversified Muni A | 4.81B | 2.05 | 0.21 | 1.56 | ||
AB Intermediate Diversified Muni Ad | 4.81B | 2.31 | 0.47 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UNIVERSITY TEX UNIV REVS 5% | - | 1.15 | - | - | |
MASSACHUSETTS ST 5% | - | 0.98 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.89 | - | - | |
PRINCE GEORGES CNTY MD 3% | - | 0.80 | - | - | |
METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN 4% | - | 0.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Sell |
Summary | Buy | Neutral | Neutral |
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