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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 947 | 980 | 979 | 939 | 956 | 1513 |
Fund Return | -5.33% | -2.03% | -2.15% | -2.07% | -0.89% | 4.23% |
Place in category | 79 | 52 | 59 | 56 | 85 | 44 |
% in Category | 75 | 43 | 45 | 58 | 87 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 4.95B | 8.76 | 10.61 | 12.59 | ||
DFA International Core Equity Class | 3.05B | 6.00 | 4.49 | 6.37 | ||
DFA International Vector Equity Cl | 1.08B | 7.59 | 6.96 | 7.27 | ||
DFA International Vector Equity Cla | 1.08B | 6.84 | 5.43 | 6.41 | ||
DFA Global Real Estate Securities F | 620.76M | -4.97 | -0.97 | 5.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities F | 620.76M | -4.97 | -0.97 | 5.41 | ||
United Real Estate Invest Corp W | 432.04M | -2.66 | -1.42 | 6.19 | ||
United Real Estate Invest Corp E | 432.04M | -3.44 | -3.79 | 3.69 | ||
United Real Estate Invest Corp F | 432.04M | -3.31 | -3.39 | 4.11 | ||
United Real Estate Investment Pool | 302.5M | -3.35 | -3.41 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.53 | 110.79 | +0.73% | |
American Tower | US03027X1000 | 5.66 | 194.94 | +1.52% | |
Equinix | US29444U7000 | 5.12 | 799.50 | -1.26% | |
Welltower | US95040Q1040 | 3.16 | 100.95 | -0.05% | |
Simon Property | US8288061091 | 2.94 | 148.66 | -1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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