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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1017 | 1339 | 1168 | 1721 | 2441 |
Fund Return | 14.87% | 1.72% | 33.89% | 5.32% | 11.47% | 9.33% |
Place in category | 2472 | 3883 | 1373 | 1573 | 897 | 451 |
% in Category | 35 | 55 | 21 | 29 | 23 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 7.44B | 19.62 | 8.20 | 9.22 | ||
Dimensional Global Core Equity FuUD | 7.44B | 19.66 | 8.22 | 9.22 | ||
Global Sustainability Core Equity F | 4.76B | 14.83 | 5.31 | 9.32 | ||
Dimensional Pacific Basin Small CUA | 125.88M | 4.48 | 1.50 | 5.32 | ||
Dimensional Pacific Basin Small Com | 125.88M | 4.47 | 1.49 | 5.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund FlAU | 23.4B | 21.60 | 8.91 | 10.20 | ||
Developed World Index Sub Fund InsD | 23.4B | 21.43 | 8.52 | 9.92 | ||
Developed World Index Sub Fund USD | 23.4B | 21.43 | 8.75 | 10.03 | ||
IE00BD0NCN62 | 23.4B | 16.14 | 6.39 | - | ||
Global Stock Index Ins USD | 20.3B | 21.76 | 8.71 | 9.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.41 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 3.55 | 140.22 | +0.39% | |
Meta Platforms | US30303M1027 | 2.23 | 607.75 | +1.32% | |
Microsoft | US5949181045 | 1.82 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 1.48 | 229.05 | +1.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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