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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1057 | 1166 | 1325 | 1971 | 2592 |
Fund Return | 3.2% | 5.67% | 16.56% | 9.84% | 14.53% | 9.99% |
Place in category | 123 | 93 | 193 | 50 | 35 | 38 |
% in Category | 27 | 22 | 37 | 15 | 13 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.78B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.58B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.65B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.96B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.52B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 15.87B | 2.93 | 10.04 | 9.48 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.06B | 4.33 | 19.01 | 13.16 | ||
Pear Tree Polaris Small Cap Ord | 3.89B | 3.92 | 7.67 | 7.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 1.22 | 104.14 | -1.89% | |
Future on E-mini S&P 500 Futures | - | 0.93 | - | - | |
Unum | US91529Y1064 | 0.80 | 74.06 | -0.98% | |
Ally Financial Inc | US02005N1000 | 0.57 | 37.49 | -3.67% | |
Alaska Air | US0116591092 | 0.57 | 70.18 | -6.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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