
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1092 | 1217 | 1414 | 1827 | 3160 |
Fund Return | 5.22% | 9.18% | 21.67% | 12.23% | 12.8% | 12.19% |
Place in category | 1815 | 1620 | 2086 | 950 | 859 | 405 |
% in Category | 25 | 21 | 31 | 17 | 21 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.93B | 4.46 | 10.77 | 11.58 | ||
Dimensional Global Core Equity FuGD | 7.93B | 4.47 | 10.77 | 11.59 | ||
Global Sustainability Core EquityGA | 5.05B | 4.65 | 11.20 | 12.26 | ||
Global Sustainability Core EquityGD | 5.05B | 4.65 | 11.21 | 12.27 | ||
Dimensional World Allocation 60 40A | 3.71B | 2.68 | 6.17 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.74B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.74B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.74B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund Flex | 24.63B | 3.93 | 12.26 | 12.67 | ||
Developed World Index Sub Fund GBP | 24.63B | 3.92 | 12.34 | 12.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.82 | 139.23 | -0.12% | |
Apple | US0378331005 | 3.39 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 2.56 | 414.77 | +1.25% | |
Amazon.com | US0231351067 | 2.12 | 226.63 | -0.01% | |
Meta Platforms | US30303M1027 | 1.42 | 703.77 | -1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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