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By Kevin Buckland TOKYO (Reuters) -Asian stocks rose on Tuesday while U.S. bond yields and the dollar hung back from multi-month highs as traders awaited President-elect Donald...
By Siddarth S (Reuters) - Goldman Sachs has forecast the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley (NYSE:MS), on the back of continued...
By Abigail Summerville (Reuters) -The Nasdaq and S&P 500 closed higher on Monday, recovering some losses as investors anticipate quarterly earnings from AI leader Nvidia...
Q3 S&P 500® EPS growth expected to come in at 5.4%, the fifth consecutive quarter of growth In focus earnings reports this week: Nvidia, Walmart, Lowe’s, TJX Companies,...
If you have a wealth manager working for you, I have one simple piece of advice: Seriously consider moving on from them (or managing your investments yourself) if they recommend...
Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As a result, the market...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1050 | 1343 | 998 | 1229 | 1898 |
Fund Return | 10.55% | 5.04% | 34.33% | -0.06% | 4.21% | 6.62% |
Place in category | 107 | 137 | 88 | 97 | 85 | 41 |
% in Category | 43 | 53 | 40 | 46 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.37B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 34.72B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.35B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.5B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.31B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.53B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.44B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 9.7B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 14.23 | 0.90 | 8.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.14 | 114.65 | +1.08% | |
American Tower | US03027X1000 | 7.66 | 198.84 | +1.22% | |
Equinix | US29444U7000 | 5.93 | 909.48 | +1.35% | |
Welltower | US95040Q1040 | 4.80 | 137.01 | +0.73% | |
Public Storage | US74460D1090 | 4.04 | 337.29 | +0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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