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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1201 | 1099 | 1201 | 1272 | 1638 | 2786 |
Fund Return | 20.1% | 9.93% | 20.1% | 8.36% | 10.38% | 10.79% |
Place in category | 33 | 27 | 33 | 16 | 15 | 11 |
% in Category | 45 | 32 | 45 | 25 | 40 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.57B | 10.06 | 6.51 | 8.93 | ||
Dimensional Global Core Equity Trus | 4.43B | 26.74 | 11.14 | 11.63 | ||
Dimensional World Allocation 70 30 | 1.6B | 12.23 | 4.33 | 7.24 | ||
Dimensional World Equity Trust | 1.34B | 16.86 | 7.30 | 9.53 | ||
Dimensional Australian Value Trust | 1.1B | 8.75 | 9.28 | 9.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Small Compan | 2.84B | 19.47 | 6.34 | 10.41 | ||
AU60MIN00172 | 1.69B | 21.00 | 6.21 | 9.98 | ||
AU60BPF00291 | 818.77M | 15.48 | 2.53 | 9.79 | ||
Yarra Global Small Companies Fund | 382.59M | 26.89 | 10.36 | 11.44 | ||
Lazard Global Equity Franchise Fund | 266.49M | 6.42 | 8.66 | 11.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carvana | US1468691027 | 0.33 | 267.81 | +1.42% | |
Twilio | US90138F1021 | 0.24 | 144.46 | -0.82% | |
Jefferies Financial | US47233W1099 | 0.24 | 73.26 | -1.85% | |
Flex | SG9999000020 | 0.24 | 43.02 | -0.32% | |
Comfort Systems | US1999081045 | 0.23 | 464.92 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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