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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1015 | 1121 | 1136 | 1316 | 1896 |
Fund Return | 7.31% | 1.54% | 12.11% | 4.35% | 5.65% | 6.61% |
Place in category | 408 | 1158 | 811 | 36 | 65 | 18 |
% in Category | 33 | 80 | 61 | 3 | 7 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.55B | 12.57 | 7.59 | 11.17 | ||
Dimensional Global Core Equity FuGD | 7.55B | 12.56 | 7.58 | 11.17 | ||
Global Sustainability Core EquityGA | 4.81B | 12.05 | 8.14 | 11.85 | ||
Global Sustainability Core EquityGD | 4.81B | 12.05 | 8.14 | 11.84 | ||
Dimensional World Allocation 60 40D | 3.51B | 7.30 | 4.35 | 6.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.09B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 16.09B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 5.25B | 8.40 | 2.95 | 5.59 | ||
Balanced Portfolio Retail Income | 5.25B | 8.37 | 2.95 | 5.59 | ||
Balanced Portfolio C Accumulation | 5.25B | 8.51 | 3.67 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.85 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.87 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.92 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.90 | - | - | |
NVIDIA | US67066G1040 | 1.33 | 136.92 | +0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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