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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1006 | 1114 | 1150 | 1636 | 2349 |
Fund Return | 11.42% | 0.64% | 11.42% | 4.76% | 10.35% | 8.92% |
Place in category | 262 | 175 | 262 | 86 | 108 | 77 |
% in Category | 44 | 28 | 44 | 16 | 20 | 21 |
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 Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.77 | - | - | |
CorVel | US2210061097 | 0.67 | 108.85 | +0.09% | |
IES Holdings | US44951W1062 | 0.59 | 256.69 | +0.50% | |
United States Lime&Minerals | US9119221029 | 0.55 | 120.80 | -0.60% | |
Piper Sandler | US7240781002 | 0.48 | 304.36 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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