Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.53 | 18.84 | 0.31 |
Stocks | 61.00 | 61.00 | 0.00 |
Bonds | 20.44 | 20.44 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.23 | 18.21 |
Price to Book | 2.28 | 3.08 |
Price to Sales | 1.38 | 2.07 |
Price to Cash Flow | 9.72 | 11.96 |
Dividend Yield | 2.18 | 2.00 |
5 Years Earnings Growth | 11.26 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.15 | 22.93 |
Financial Services | 15.46 | 14.97 |
Industrials | 14.20 | 10.85 |
Consumer Cyclical | 11.18 | 10.09 |
Healthcare | 9.53 | 13.35 |
Energy | 6.29 | 5.46 |
Communication Services | 6.08 | 7.20 |
Consumer Defensive | 5.94 | 6.31 |
Basic Materials | 5.24 | 3.52 |
Real Estate | 2.98 | 3.56 |
Utilities | 1.97 | 3.04 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 32.22 | - | - | |
DFA Selectively Hedged Global F/I I | - | 14.55 | - | - | |
DFA International Core Equity I | - | 11.96 | - | - | |
DFA US Core Equity 1 I | - | 10.88 | - | - | |
DFA Short-Term Extended Quality I | - | 9.62 | - | - | |
DFA Global Core Plus Fixed Income Instl | - | 4.98 | - | - | |
DFA Emerging Markets Core Equity I | - | 4.86 | - | - | |
DFA Five-Year Global Fixed-Income I | - | 4.74 | - | - | |
DFA World ex US Government Fxd Inc I | - | 2.48 | - | - | |
DFA Inflation-Protected Securities I | - | 2.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.57B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 31.82B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 31.11B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 26.96B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 23.84B | 6.25 | 6.26 | 8.75 |
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