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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1007 | 1077 | 968 | 1207 | - |
Fund Return | 3.96% | 0.75% | 7.68% | -1.09% | 3.83% | - |
Place in category | 2 | 16 | 167 | 167 | 143 | - |
% in Category | 3 | 8 | 97 | 100 | 97 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.93B | 2.74 | 0.18 | 1.90 | ||
DFA Five-Year Global Fixed-Income I | 9.36B | 0.70 | 2.03 | 1.44 | ||
DFA Intermediate Govt Fixed-Income | 6.01B | 2.96 | -1.23 | 1.12 | ||
DFA Short-Term Extended Quality I | 5.68B | 0.84 | 2.65 | 1.81 | ||
DFA Inflation-Protected Securities | 5.08B | 3.53 | -0.83 | 2.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.09B | 2.46 | 4.69 | 6.28 | ||
The Vanguard Target Retire 2025 Tr1 | 73.39B | 2.46 | 4.73 | 6.37 | ||
The Vanguard Target Retire 2025 Tr2 | 73.39B | 2.45 | 4.72 | 6.36 | ||
Vanguard Target Retire Trust Plus25 | 73.39B | 2.46 | 4.75 | 6.38 | ||
American Funds 2025 Trgt Date RetR6 | 22B | 3.42 | 5.07 | 6.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 56.00 | - | - | |
DFA LTIP Institutional | - | 19.25 | - | - | |
DFA US Large Company I | - | 9.09 | - | - | |
DFA US Core Equity 1 I | - | 9.08 | - | - | |
DFA Large Cap International I | - | 3.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Neutral |
Summary | Strong Buy | Strong Buy | Neutral |
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