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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1012 | 1093 | 1128 | 1394 | 1824 |
Fund Return | 3.63% | 1.18% | 9.27% | 4.11% | 6.87% | 6.2% |
Place in category | 588 | 458 | 420 | 207 | 149 | 74 |
% in Category | 81 | 63 | 60 | 40 | 23 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.48B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 34.24B | 3.01 | 10.98 | 12.12 | ||
DFA Emerging Markets Core Equity I | 28.04B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.9B | 4.59 | 8.00 | 9.64 | ||
DFA US Small Cap I | 16.57B | 3.35 | 8.12 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.90 | 68.38 | +1.15% | |
Toyota Motor | JP3633400001 | 0.88 | 2,706.0 | -0.17% | |
Future on E-mini S&P 500 Futures | - | 0.81 | - | - | |
Novartis ADR | US66987V1098 | 0.79 | 107.31 | +0.37% | |
TotalEnergies SE | FR0000120271 | 0.76 | 58.13 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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