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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 968 | 1289 | 1247 | 1870 | 2363 |
Fund Return | 6.78% | -3.2% | 28.86% | 7.63% | 13.33% | 8.98% |
Place in category | 259 | 240 | 217 | 53 | 35 | 45 |
% in Category | 52 | 53 | 43 | 15 | 14 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.06B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 35.52B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 31.51B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 29.08B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.55B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.28B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.75B | 7.80 | 8.46 | 8.65 | ||
Vanguard Small Cap Value Index I | 6.15B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.76B | 9.47 | 8.57 | 9.98 | ||
Invesco SmallCapValue Y | 3.76B | 19.65 | 15.99 | 12.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.81 | - | - | |
Unum | US91529Y1064 | 0.65 | 69.44 | +0.12% | |
Expand Energy | US1651677353 | 0.60 | 92.47 | +0.35% | |
Ally Financial Inc | US02005N1000 | 0.56 | 37.56 | -1.22% | |
TD Synnex | US87162W1009 | 0.55 | 125.90 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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