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Investing.com -- Global investors will finally get to see the market impact of President-elect Donald Trump's return to the White House. Trump's inauguration on Monday as the 47th...
Investing.com -- With market participants remaining uncertain about the future direction of U.S. inflation and interest rates, Macquarie’s note on Wednesday turned to history for...
Investing.com -- UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the fourth quarter of 2024. Despite appearing slower than the...
Outsized returns, record highs on nearly a weekly cadence, and low volatility were three major themes of price action in 2024. The S&P 500 posted a total of 57 record highs,...
In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...
Before delving too deeply into the specifics, it’s important to remember one key fact when analyzing the impact of US elections on the stock market: Broad stock market indices...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 921 | 1055 | 880 | 1186 | 1743 |
Fund Return | 5.52% | -7.95% | 5.52% | -4.16% | 3.47% | 5.72% |
Place in category | 117 | 175 | 117 | 99 | 93 | 44 |
% in Category | 50 | 78 | 50 | 47 | 46 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.23B | 21.35 | 8.24 | 11.96 | ||
DFA US Core Equity 2 I | 34.43B | 20.27 | 7.92 | 11.38 | ||
DFA International Core Equity I | 30.17B | 3.99 | 1.87 | 5.78 | ||
DFA Emerging Markets Core Equity I | 26.69B | 7.32 | 1.18 | 4.84 | ||
DFA US Large Cap Value I | 24.56B | 12.75 | 5.80 | 8.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.3B | 4.92 | -4.69 | 5.06 | ||
Vanguard REIT Index I | 9.99B | 4.94 | -4.67 | 5.08 | ||
Vanguard Real Estate II Index Fund | 9.29B | 4.99 | -4.64 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 6.24 | -3.40 | 6.70 | ||
Cohen & Steers Real Estate SecuritI | 5.04B | 6.71 | -3.83 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.69 | 109.48 | -1.31% | |
American Tower | US03027X1000 | 6.95 | 190.39 | +0.17% | |
Equinix | US29444U7000 | 6.65 | 915.59 | -0.47% | |
Digital | US2538681030 | 4.64 | 178.43 | -0.93% | |
Welltower | US95040Q1040 | 4.59 | 129.34 | +0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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