
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 975 | 932 | 1035 | 1229 | 1898 | 2184 |
Fund Return | -2.51% | -6.78% | 3.46% | 7.13% | 13.67% | 8.12% |
Place in category | 777 | 800 | 1024 | 674 | 467 | 469 |
% in Category | 64 | 71 | 90 | 64 | 45 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 33.25B | 11.59 | 9.74 | 6.01 | ||
DFA US Core Equity 1 I | 33.18B | -5.64 | 10.68 | 11.03 | ||
DFA US Core Equity 2 I | 31.3B | -6.03 | 10.11 | 10.43 | ||
DFA Emerging Markets Core Equity I | 27.84B | 1.73 | 5.09 | 4.12 | ||
DFA US Small Cap I | 15.21B | -10.39 | 5.33 | 7.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 52.53B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 46.59B | -2.88 | 9.23 | 9.94 | ||
American Funds American Mutual A | 40.04B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 37.77B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.37 | 253.08 | -0.15% | |
Exxon Mobil | US30231G1022 | 4.31 | 107.31 | +1.17% | |
Berkshire Hathaway B | US0846707026 | 2.51 | 513.74 | +0.10% | |
UnitedHealth | US91324P1021 | 2.45 | 380.64 | -1.27% | |
Chevron | US1667641005 | 2.14 | 138.49 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Buy | Neutral | Neutral |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review