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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1050 | 1205 | 1268 | 1730 | 2616 |
Fund Return | 3.64% | 5.01% | 20.53% | 8.24% | 11.59% | 10.09% |
Place in category | 3617 | 2196 | 1345 | 1588 | 824 | 402 |
% in Category | 50 | 28 | 20 | 29 | 20 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 7.9B | 3.48 | 7.81 | 9.43 | ||
Dimensional Global Core Equity FuUD | 7.9B | 3.48 | 7.82 | 9.43 | ||
Global Sustainability Core EquityUA | 5.04B | 3.65 | 8.24 | 10.10 | ||
Dimensional Pacific Basin Small Com | 136.21M | 1.38 | 1.67 | 5.05 | ||
Dimensional Pacific Basin Small CUA | 136.21M | 1.04 | -0.94 | 5.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund FlAU | 24.56B | 3.23 | 9.67 | 10.67 | ||
Developed World Index Sub Fund InsD | 24.56B | 3.22 | 9.27 | 10.39 | ||
Developed World Index Sub Fund USD | 24.56B | 3.21 | 9.50 | 10.50 | ||
IE00BD0NCN62 | 24.56B | 18.65 | 6.39 | - | ||
Global Stock Index Ins USD | 21.08B | 18.58 | 6.27 | 9.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.76 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 3.98 | 138.85 | +2.63% | |
Meta Platforms | US30303M1027 | 2.26 | 736.67 | +1.11% | |
Amazon.com | US0231351067 | 1.92 | 228.68 | -0.73% | |
Microsoft | US5949181045 | 1.77 | 408.43 | -0.51% |
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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