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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1157 | 1146 | 1463 | 1849 |
Fund Return | 5.28% | 5.28% | 15.68% | 4.65% | 7.91% | 6.34% |
Place in category | 359 | 359 | 334 | 240 | 236 | 246 |
% in Category | 49 | 49 | 46 | 37 | 39 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.37B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 33.62B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 32.19B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.75B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 25.35B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.87B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.53 | 6.00 | 8.29 | ||
American Funds American Balanced R6 | 51.33B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 32.16 | - | - | |
DFA Selectively Hedged Global F/I I | - | 14.69 | - | - | |
DFA International Core Equity I | - | 11.81 | - | - | |
DFA US Core Equity 1 I | - | 10.84 | - | - | |
DFA Short-Term Extended Quality I | - | 9.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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