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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1045 | 1143 | 1144 | 1442 | 1602 |
Fund Return | 4.49% | 4.49% | 14.26% | 4.59% | 7.59% | 4.83% |
Place in category | 16 | 16 | 23 | 19 | 18 | 9 |
% in Category | 34 | 34 | 48 | 42 | 37 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.05B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.27B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.35B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.95B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.18B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.24B | 5.32 | 6.19 | 4.54 | ||
Free Market International Equity In | 3.06B | 4.84 | 4.79 | 4.05 | ||
Kopernik Global All-Cap I | 2.07B | 0.60 | 3.98 | 6.39 | ||
DFA World ex US Targeted Val Instl | 714.93M | 2.98 | 3.70 | 4.52 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 622.82M | 1.79 | 2.03 | 5.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.81 | - | - | |
TotalEnergies SE | FR0000120271 | 0.75 | 68.59 | -0.95% | |
Shell ADR | US7802593050 | 0.74 | 71.68 | -1.97% | |
Orange | FR0000133308 | 0.43 | 10.43 | -0.48% | |
Bayer | DE000BAY0017 | 0.37 | 27.35 | -0.87% |
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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