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Investing.com-- US stocks edged higher Thursday, rebounding after the previous session's rout as the Federal Reserve indicated a slower pace of easing in 2025, while growth data...
Investing.com -- Wells Fargo remains optimistic about the equity markets despite the uncertainty stemming from the Federal Reserve's policy shift. The firm projects a double-digit...
Investing.com -- The Federal Reserve reduced its benchmark interest rate by 25 basis points on Wednesday, marking the third consecutive cut but signaling caution about the pace of...
When investors consider the benefits of investing in a stock, they usually only consider the basic level of capital appreciation and dividend payouts. After all, this is what is...
The Dow’s historic losing streak and weak market breadth are concerning for the bulls. However, a rebound in the S&P 500 offers hope. Is a Santa rally still in play after...
Fed cuts rates, dents easing expectations for 2025. Dollar benefits but risk sentiment suffers. BoJ keeps rates unchanged, yen weakness continues. Market Reset Underway After...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1029 | 1245 | 1047 | 1294 | 1928 |
Fund Return | 14.58% | 2.94% | 24.49% | 1.56% | 5.29% | 6.78% |
Place in category | 113 | 162 | 119 | 85 | 69 | 41 |
% in Category | 49 | 67 | 51 | 44 | 36 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.5B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 33.67B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.79B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 26.98B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.55B | 21.86 | 10.75 | 9.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 22.24B | 14.32 | 1.15 | 6.17 | ||
Vanguard REIT Index I | 10.84B | 14.36 | 1.18 | 6.19 | ||
Vanguard Real Estate II Index Fund | 10.11B | 14.40 | 1.20 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 16.11 | 2.45 | 7.89 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 16.87 | 2.10 | 8.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.65 | 102.16 | -1.68% | |
American Tower | US03027X1000 | 7.30 | 181.25 | -1.95% | |
Equinix | US29444U7000 | 6.33 | 929.85 | +0.37% | |
Welltower | US95040Q1040 | 4.71 | 126.29 | +0.56% | |
Digital | US2538681030 | 4.32 | 178.41 | +0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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