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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1059 | 1120 | 1854 | 1820 |
Fund Return | 5.34% | 5.34% | 5.91% | 3.84% | 13.15% | 6.17% |
Place in category | 20 | 20 | 17 | 17 | 12 | 10 |
% in Category | 20 | 20 | 20 | 14 | 14 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.46B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 30.67B | 7.11 | 6.01 | 6.08 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.61B | 6.85 | 4.41 | 6.05 | ||
Victory Trivalent International SmI | 2.55B | 5.32 | 2.88 | 5.99 | ||
Fidelity International Small Cap | 1.52B | 4.94 | 3.98 | 6.80 | ||
Fidelity Advisor International Smai | 1.25B | 4.90 | 3.97 | 6.80 | ||
AB International Small Cap Adv | 809.6M | 4.79 | 3.06 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Banco de Sabadell | ES0113860A34 | 0.82 | 2.3570 | +0.30% | |
Future on E-mini S&P 500 Futures | - | 0.60 | - | - | |
BAWAG | AT0000BAWAG2 | 0.40 | 82.600 | -1.37% | |
PSP Swiss Property | CH0018294154 | 0.37 | 139.20 | +3.11% | |
Alstom | FR0010220475 | 0.36 | 18.49 | +1.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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