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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 910 | 1083 | 1234 | 2112 | 2307 |
Fund Return | -1.57% | -9.05% | 8.3% | 7.25% | 16.13% | 8.72% |
Place in category | 238 | 223 | 210 | 64 | 30 | 50 |
% in Category | 44 | 44 | 40 | 19 | 11 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.24B | 1.39 | 11.27 | 11.79 | ||
DFA US Core Equity 2 I | 32.17B | 1.32 | 10.85 | 11.23 | ||
DFA International Core Equity I | 32.4B | 6.16 | 5.65 | 5.79 | ||
DFA Emerging Markets Core Equity I | 27.94B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 24.1B | 4.87 | 8.28 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.22B | -2.49 | 7.35 | 8.27 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 4.02B | -0.23 | 14.87 | 11.58 | ||
Pear Tree Polaris Small Cap Ord | 3.61B | 0.15 | 5.88 | 6.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 1.21 | 109.10 | +1.63% | |
Future on E-mini S&P 500 Futures | - | 1.03 | - | - | |
Unum | US91529Y1064 | 0.77 | 83.34 | +2.46% | |
TD Synnex | US87162W1009 | 0.65 | 130.16 | +1.90% | |
Ally Financial Inc | US02005N1000 | 0.61 | 37.88 | +3.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Buy | Sell | Neutral |
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