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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 974 | 1149 | 1318 | 1495 | 1704 |
Fund Return | 9.7% | -2.62% | 14.89% | 9.65% | 8.38% | 5.48% |
Place in category | 81 | 48 | 69 | 18 | 23 | 32 |
% in Category | 18 | 18 | 18 | 6 | 9 | 15 |
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.19B | 7.47 | 7.11 | 4.22 | ||
Fidelity Series International VVV | 14.93B | 10.45 | 9.27 | 5.69 | ||
Vanguard International Value Inv | 12.66B | 3.34 | 3.61 | 4.32 | ||
Causeway International Value Instl | 9.33B | 5.47 | 10.07 | 5.31 | ||
Templeton Foreign A | 1.36B | 1.87 | 6.83 | 3.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.45 | 61.16 | +0.86% | |
TotalEnergies SE | FR0000120271 | 3.36 | 51.85 | -0.08% | |
Zurich Insurance Group | CH0011075394 | 1.64 | 539.00 | +1.13% | |
Santander | ES0113900J37 | 1.34 | 4.3315 | -0.69% | |
Saint Gobain | FR0000125007 | 1.33 | 85.44 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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