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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 995 | 1120 | 1144 | 1454 | 1957 |
Fund Return | 11.99% | -0.48% | 11.99% | 4.59% | 7.77% | 6.95% |
Place in category | 8 | 3 | 8 | 1 | 1 | 3 |
% in Category | 15 | 5 | 15 | 10 | 5 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.19B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.98B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.17B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.26B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.61B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.87B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.07B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.31B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 14.94B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.75B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 33.39 | - | - | |
DFA Selectively Hedged Global F/I I | - | 12.40 | - | - | |
Dimensional VA Global Bond | - | 12.40 | - | - | |
DFA US Core Equity 1 I | - | 11.95 | - | - | |
DFA International Core Equity I | - | 10.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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