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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 988 | 991 | 1019 | 991 | 1050 | 1160 |
Fund Return | -1.17% | -0.87% | 1.92% | -0.31% | 0.99% | 1.5% |
Place in category | 228 | 198 | 232 | 24 | 155 | 144 |
% in Category | 75 | 66 | 75 | 10 | 68 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.67B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.38B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.7B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.05B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.67B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.31B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.74B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.63B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UNIVERSITY TEX UNIV REVS 5% | - | 1.11 | - | - | |
MASSACHUSETTS ST 5% | - | 0.95 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.85 | - | - | |
PRINCE GEORGES CNTY MD 3% | - | 0.76 | - | - | |
HAWAII ST 5% | - | 0.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Buy | Sell | Neutral |
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