
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1088 | 1056 | 1243 | 2023 | 1820 |
Fund Return | 8.78% | 8.78% | 5.61% | 7.52% | 15.13% | 6.17% |
Place in category | 261 | 261 | 298 | 198 | 89 | 41 |
% in Category | 64 | 64 | 83 | 54 | 26 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 101.68B | -4.28 | 9.03 | 12.46 | ||
Schwab Total Stock Market Index | 24.82B | -4.86 | 8.10 | 11.69 | ||
Schwab 1000 Index | 16.36B | -4.60 | 8.51 | 11.97 | ||
Schwab International Index | 10.2B | 7.96 | 6.71 | 5.55 | ||
Schwab Fundamental US Large Company | 8.92B | 0.14 | 8.70 | 11.31 |
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 | 12.19B | 10.13 | 12.73 | 6.11 | ||
Vanguard International Value Inv | 12.28B | 4.58 | 4.54 | 4.65 | ||
DFA International Value I | 9.39B | 11.20 | 9.82 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.30 | 28.47 | +1.79% | |
Samsung Electronics Co | KR7005930003 | 1.51 | 54,700 | -3.36% | |
TotalEnergies SE | FR0000120271 | 1.27 | 51.68 | +2.11% | |
Toyota Motor | JP3633400001 | 1.26 | 2,499.0 | 0.00% | |
Roche Holding Participation | CH0012032048 | 0.99 | 254.40 | -0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Neutral | Neutral |
Summary | Neutral | Neutral | Neutral |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review