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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 955 | 955 | 1002 | 1186 | 2367 | 2268 |
Fund Return | -4.51% | -4.51% | 0.16% | 5.86% | 18.81% | 8.53% |
Place in category | 358 | 358 | 235 | 81 | 90 | 50 |
% in Category | 85 | 85 | 58 | 30 | 34 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.46B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 30.67B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 29.57B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 25.73B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.02B | 2.29 | 6.72 | 8.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 20.19B | -1.33 | 5.23 | 8.34 | ||
JHancock Disciplined Value Mid Cap | 12.43B | -1.67 | 5.71 | 8.61 | ||
Vanguard Mid-Cap Value Index Admira | 12.89B | -0.09 | 4.81 | 8.21 | ||
Victory Sycamore Established Value6 | 9.18B | -2.25 | 4.88 | 10.03 | ||
MFS Mid Cap Value R6 | 8.32B | -2.55 | 5.58 | 8.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.35 | 198.15 | +4.06% | |
NVIDIA | US67066G1040 | 3.68 | 110.93 | +3.12% | |
Microsoft | US5949181045 | 3.17 | 388.45 | +1.86% | |
Meta Platforms | US30303M1027 | 2.44 | 543.57 | -0.50% | |
Amazon.com | US0231351067 | 1.74 | 184.87 | +2.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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