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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1196 | 1076 | 1255 | 1322 | 1742 | 2964 |
Fund Return | 19.64% | 7.6% | 25.54% | 9.75% | 11.74% | 11.48% |
Place in category | 2203 | 1541 | 1879 | 1023 | 1049 | 540 |
% in Category | 32 | 22 | 27 | 19 | 26 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 7.5B | 19.63 | 9.75 | 11.48 | ||
Global Sustainability Core EquityGA | 4.8B | 13.54 | 7.42 | 11.71 | ||
Global Sustainability Core EquityGD | 4.8B | 13.54 | 7.42 | 11.71 | ||
Dimensional World Allocation 60 40A | 3.53B | 12.02 | 5.52 | 6.68 | ||
Dimensional World Allocation 60 40D | 3.53B | 12.01 | 5.53 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 20.26B | 10.62 | 3.50 | 9.08 | ||
MS Global Brands Fund Zg | 20.26B | 11.63 | 4.50 | 9.96 | ||
Investment Funds Global Brands Funz | 20.26B | 11.63 | 4.50 | 9.96 | ||
Developed World Index Sub Fund FleA | 23.52B | 22.17 | 10.38 | 12.52 | ||
Developed World Index Sub Fund Flex | 23.52B | 22.17 | 10.13 | 12.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.41 | 140.22 | +0.39% | |
Apple | US0378331005 | 3.13 | 258.20 | +1.15% | |
Microsoft | US5949181045 | 2.60 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 1.71 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 1.27 | 607.75 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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