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(Reuters) - U.S. equity funds attracted inflows for the first time in three weeks in the seven days to February 19, buoyed by easing inflation concerns and strong fourth-quarter...
Investing.com -- U.S. equity funds experienced an inflow for the first time in three weeks in the seven-day period ending February 19. This change was driven by reduced inflation...
A look at the day ahead in U.S. and global markets from Mike Dolan Wall Street nursed a bruising on Walmart (NYSE:WMT)'s downbeat results, casting a cloud over the U.S. consumer...
Berkshire Hathaway sold off two of its S&P 500 ETFs. One of them is the Vanguard S&P 500 ETF, the largest in the world. What could this mean for investors? Is the Oracle...
We contrarians love a beaten-up corner of the market—especially these days when cheap stocks (and funds) are so thin on the ground. Right now, real estate investment trusts...
The S&P 500 ticked all the boxes as it closed above the 'bull trap' in a fresh breakout that came with a higher volume accumulation. It was a solid statement of intent for...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 962 | 1116 | 964 | 1179 | 1643 |
Fund Return | 0.77% | -3.81% | 11.6% | -1.22% | 3.34% | 5.09% |
Place in category | 127 | 164 | 125 | 89 | 92 | 49 |
% in Category | 55 | 72 | 55 | 43 | 46 | 34 |
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 International Core Equity I | 31.92B | 3.63 | 4.11 | 6.20 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.51B | 1.66 | -1.41 | 4.55 | ||
Vanguard REIT Index I | 10.13B | 1.69 | -1.38 | 4.57 | ||
Vanguard Real Estate II Index Fund | 9.45B | 1.68 | -1.36 | - | ||
Cohen & Steers Instl Realty Shares | 7.81B | 1.11 | -0.55 | 6.17 | ||
Cohen & Steers Real Estate SecuritI | 5.12B | 1.10 | -0.87 | 6.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.51 | 120.90 | -0.60% | |
Equinix | US29444U7000 | 7.00 | 940.25 | +0.12% | |
American Tower | US03027X1000 | 6.65 | 192.38 | +2.03% | |
Welltower | US95040Q1040 | 4.63 | 150.32 | +0.41% | |
Digital | US2538681030 | 4.61 | 172.00 | +1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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