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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1054 | 1190 | 1264 | 1777 | 2502 |
Fund Return | 3.35% | 5.42% | 18.96% | 8.12% | 12.19% | 9.6% |
Place in category | 267 | 227 | 222 | 123 | 75 | 88 |
% in Category | 38 | 32 | 35 | 21 | 14 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.3B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 34.09B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 30.96B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 26.97B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.75B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 22.52B | 3.89 | 7.87 | 9.76 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 | ||
Vanguard Tax-Managed Small Cap Adm | 8.49B | 2.93 | 5.43 | 9.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.76 | - | - | |
Sprouts Farmers | US85208M1027 | 0.51 | 169.96 | +0.31% | |
Carpenter Technology | US1442851036 | 0.36 | 190.09 | -1.36% | |
IES Holdings | US44951W1062 | 0.34 | 242.10 | +8.46% | |
AAON | US0003602069 | 0.31 | 114.05 | -0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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