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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1015 | 1064 | 1033 | 1056 | 1134 |
Fund Return | 4.84% | 1.49% | 6.38% | 1.09% | 1.1% | 1.26% |
Place in category | 7 | 15 | 162 | 14 | 19 | 22 |
% in Category | 7 | 12 | 93 | 13 | 20 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.86B | 2.47 | -1.56 | 1.93 | ||
DFA Five-Year Global Fixed-Income I | 9.39B | 4.54 | 0.82 | 1.41 | ||
DFA Intermediate Govt Fixed-Income | 6B | 1.31 | -2.61 | 1.11 | ||
DFA Short-Term Extended Quality I | 5.7B | 4.71 | 1.50 | 1.72 | ||
DFA Inflation-Protected Securities | 5.02B | 3.25 | -1.63 | 2.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World BondR6 | 4.3B | -0.28 | -4.31 | 0.39 | ||
American Funds Capital World Bond A | 3.25B | -0.72 | -4.80 | -0.06 | ||
Dodge & Cox Global Bond | 3.02B | 2.24 | 1.69 | 3.41 | ||
JPMorgan Global Bond Opportunities | 2.83B | 3.26 | 1.32 | 3.47 | ||
Templeton Global Bond A | 1.62B | -7.05 | -3.64 | -1.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.76271% | - | 4.45 | - | - | |
United States Treasury Notes 4.83771% | - | 2.36 | - | - | |
Kommunalbanken AS 6.18645% | - | 0.89 | - | - | |
Mas Bill Bills 10/24 0.00000 | - | 0.82 | - | - | |
International Bank for Reconstruction & Development 5.731% | - | 0.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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