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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 923 | 1038 | 984 | 1228 | 1794 |
Fund Return | 3.77% | -7.71% | 3.77% | -0.53% | 4.2% | 6.02% |
Place in category | 35 | 26 | 35 | 27 | 19 | 11 |
% in Category | 36 | 31 | 36 | 27 | 23 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.19B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.98B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.17B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.26B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.61B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.44B | 2.94 | 2.35 | 6.22 | ||
Victory Trivalent International SmI | 2.7B | 3.57 | 1.06 | 6.49 | ||
Fidelity International Small Cap | 1.52B | 1.54 | 1.43 | 7.12 | ||
Fidelity Advisor International Smai | 1.26B | 1.53 | 1.41 | 7.12 | ||
AB International Small Cap Adv | 875.88M | 1.20 | 1.17 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.62 | - | - | |
Banco de Sabadell | ES0113860A34 | 0.50 | 2.3840 | -1.24% | |
PSP Swiss Property | CH0018294154 | 0.35 | 136.10 | -0.07% | |
Helvetia | CH0466642201 | 0.33 | 160.80 | +0.31% | |
Georg Fischer | CH1169151003 | 0.33 | 73.30 | +0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Buy |
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