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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 926 | 1040 | 1057 | 1297 | 1754 |
Fund Return | 3.99% | -7.41% | 3.99% | 1.87% | 5.33% | 5.78% |
Place in category | 405 | 322 | 405 | 137 | 146 | 70 |
% in Category | 60 | 44 | 60 | 22 | 23 | 17 |
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 Emerging Markets Core Equity I | 26.69B | 7.32 | 1.18 | 4.84 | ||
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% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 51.28B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.99 | - | - | |
Shell ADR | US7802593050 | 0.90 | 66.72 | +0.41% | |
Novartis ADR | US66987V1098 | 0.83 | 97.53 | -0.34% | |
TotalEnergies SE | FR0000120271 | 0.76 | 57.17 | -0.52% | |
Toyota Motor | JP3633400001 | 0.74 | 2,870.0 | +2.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Sell | Neutral |
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