Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.82 | 0.82 | 0.00 |
Stocks | 99.16 | 99.16 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.79 | 17.31 |
Price to Book | 2.32 | 2.92 |
Price to Sales | 1.45 | 2.17 |
Price to Cash Flow | 10.05 | 12.17 |
Dividend Yield | 2.14 | 2.20 |
5 Years Earnings Growth | 10.88 | 12.01 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.28 | 21.89 |
Financial Services | 15.84 | 16.02 |
Industrials | 13.61 | 11.98 |
Consumer Cyclical | 10.77 | 9.92 |
Healthcare | 9.30 | 12.65 |
Communication Services | 6.68 | 8.27 |
Consumer Defensive | 6.03 | 8.00 |
Energy | 5.35 | 4.60 |
Basic Materials | 4.87 | 4.36 |
Real Estate | 2.95 | 2.36 |
Utilities | 2.32 | 3.12 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 54.00 | - | - | |
DFA US Core Equity 1 I | - | 18.01 | - | - | |
DFA International Core Equity I | - | 17.85 | - | - | |
DFA Emerging Markets Core Equity I | - | 8.02 | - | - | |
DFA Real Estate Securities I | - | 1.60 | - | - | |
DFA International Real Estate Sec I | - | 0.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.85B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 33.94B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.77B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 26.99B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.74B | 21.86 | 10.75 | 9.52 |
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