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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1106 | 1095 | 1280 | 2171 | 1701 |
Fund Return | 10.63% | 10.63% | 9.47% | 8.57% | 16.77% | 5.45% |
Place in category | 149 | 149 | 210 | 142 | 43 | 79 |
% in Category | 35 | 35 | 56 | 36 | 12 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 602.13M | -4.41 | 8.25 | 11.52 | ||
SA US Value | 497.03M | 3.04 | 6.44 | 8.27 | ||
SA US Small Company | 266.12M | -6.74 | 3.39 | 7.01 | ||
SA International Small Company | 241.18M | 3.82 | 2.43 | 5.06 | ||
SA Emerging Markets Value | 181.33M | 7.11 | 4.42 | 3.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.34B | 9.68 | 7.60 | 4.90 | ||
Fidelity Series International VVV | 15.42B | 14.01 | 11.24 | 6.62 | ||
Causeway International Value Instl | 11.86B | 10.13 | 12.73 | 6.11 | ||
Vanguard International Value Inv | 12.28B | 4.58 | 4.54 | 4.65 | ||
DFA International Value I | 9.2B | 11.20 | 9.82 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.27 | 62.54 | +0.72% | |
TotalEnergies SE | FR0000120271 | 2.82 | 50.22 | +3.19% | |
HSBC ADR | US4042804066 | 1.99 | 51.04 | +2.31% | |
Santander | ES0113900J37 | 1.66 | 5.7980 | +3.76% | |
Zurich Insurance Group | CH0011075394 | 1.62 | 540.00 | +2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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