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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1011 | 1084 | 1094 | 1461 | 1767 |
Fund Return | 3.92% | 1.08% | 8.45% | 3.03% | 7.87% | 5.86% |
Place in category | 36 | 40 | 18 | 21 | 14 | 12 |
% in Category | 29 | 43 | 22 | 19 | 19 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.3B | 1.39 | 11.27 | 11.79 | ||
DFA US Core Equity 2 I | 31.18B | 1.32 | 10.85 | 11.23 | ||
DFA International Core Equity I | 32.08B | 6.16 | 5.65 | 5.79 | ||
DFA Emerging Markets Core Equity I | 27.4B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 23.28B | 4.87 | 8.28 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Intl Sm Cp Insghts In | 3.56B | 5.55 | 3.79 | 5.84 | ||
Victory Trivalent International SmI | 2.67B | 4.44 | 2.26 | 5.85 | ||
Fidelity International Small Cap | 1.52B | 3.24 | 2.95 | 6.68 | ||
Fidelity Advisor International Smai | 1.26B | 3.25 | 2.95 | 6.68 | ||
AB International Small Cap Adv | 859.74M | 3.25 | 2.39 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Banco de Sabadell | ES0113860A34 | 0.59 | 2.6490 | -1.23% | |
Future on E-mini S&P 500 Futures | - | 0.58 | - | - | |
Alstom | FR0010220475 | 0.37 | 23.35 | +0.95% | |
PSP Swiss Property | CH0018294154 | 0.36 | 133.00 | -0.30% | |
BAWAG | AT0000BAWAG2 | 0.34 | 96.350 | -1.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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