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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1071 | 1064 | 1191 | 1919 | 1804 |
Fund Return | 7.11% | 7.11% | 6.42% | 6.01% | 13.93% | 6.08% |
Place in category | 291 | 291 | 279 | 246 | 44 | 75 |
% in Category | 39 | 39 | 41 | 41 | 8 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.46B | -4.16 | 8.28 | 11.24 | ||
DFA US Core Equity 2 I | 29.57B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 25.73B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.02B | 2.29 | 6.72 | 8.86 | ||
DFA US Small Cap I | 14.02B | -7.81 | 3.60 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.51 | 4.65 | 5.21 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Series Global ex US Index | 52.22B | 6.14 | 5.03 | 5.09 | ||
Strategic Advisers International I | 45.83B | 7.61 | 6.38 | 6.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.90 | 62.23 | +0.22% | |
Future on E-mini S&P 500 Futures | - | 0.89 | - | - | |
Novartis ADR | US66987V1098 | 0.84 | 108.70 | +1.10% | |
TotalEnergies SE | FR0000120271 | 0.78 | 50.22 | +3.20% | |
Toyota Motor | JP3633400001 | 0.77 | 2,410.0 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Neutral | BUY | BUY |
Summary | Neutral | Neutral | Buy |
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