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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1050 | 1249 | 1331 | 1825 | 2237 |
Fund Return | 4.98% | 4.98% | 24.9% | 10.01% | 12.79% | 8.39% |
Place in category | 217 | 217 | 76 | 35 | 45 | 65 |
% in Category | 45 | 45 | 20 | 11 | 17 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.79B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.05B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.46B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.4B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.85B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 7.13 | 7.31 | 8.87 | ||
DFA US Targeted Value I | 12.81B | 4.63 | 9.72 | 8.77 | ||
Vanguard Small Cap Value Index I | 5.99B | 7.13 | 7.32 | 8.89 | ||
Victory Sycamore Small Company OppI | 3.17B | 3.84 | 5.47 | 9.53 | ||
Undiscovered Managers Behavioral V6 | 3B | 6.39 | 9.73 | 9.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 1.02 | - | - | |
Taylor Morrison Home | US87724P1066 | 0.97 | 57.20 | +1.69% | |
United States Steel | US9129091081 | 0.93 | 36.47 | -1.57% | |
Amkor | US0316521006 | 0.91 | 32.34 | +2.15% | |
PVH | US6936561009 | 0.84 | 113.22 | +2.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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