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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1012 | 1302 | 1245 | 1637 | 2363 |
Fund Return | 14.64% | 1.19% | 30.21% | 7.57% | 10.36% | 8.98% |
Place in category | 656 | 990 | 551 | 552 | 586 | 384 |
% in Category | 57 | 82 | 49 | 51 | 58 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.58B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 34.92B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.6B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.9B | 10.46 | 2.29 | 4.58 | ||
DFA US Small Cap Value I | 17.49B | 7.80 | 8.46 | 8.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 41.7B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.87 | 120.32 | +1.42% | |
JPMorgan | US46625H1005 | 4.73 | 240.78 | -0.95% | |
Berkshire Hathaway B | US0846707026 | 2.50 | 468.83 | -0.01% | |
Chevron | US1667641005 | 1.80 | 161.33 | +1.08% | |
Cisco | US17275R1023 | 1.62 | 57.50 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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