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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1081 | 1212 | 1359 | 1792 | 2992 |
Fund Return | 4.46% | 8.15% | 21.15% | 10.77% | 12.37% | 11.58% |
Place in category | 3618 | 2870 | 2300 | 1736 | 1027 | 620 |
% in Category | 50 | 38 | 35 | 32 | 25 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 7.79B | 4.47 | 10.77 | 11.59 | ||
Global Sustainability Core EquityGD | 4.95B | 4.65 | 11.21 | 12.27 | ||
Global Sustainability Core EquityGA | 4.95B | 4.65 | 11.20 | 12.26 | ||
Dimensional World Allocation 60 40A | 3.68B | 2.68 | 6.17 | 6.68 | ||
Dimensional World Allocation 60 40D | 3.68B | 2.64 | 6.15 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.73B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.73B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.73B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund InsG | 24.43B | 3.92 | 12.11 | 12.50 | ||
Developed World Index Sub Fund FleA | 24.43B | 3.93 | 12.51 | 12.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.44 | 247.28 | +0.07% | |
NVIDIA | US67066G1040 | 3.35 | 128.26 | -1.55% | |
Microsoft | US5949181045 | 2.62 | 397.67 | -1.57% | |
Amazon.com | US0231351067 | 1.96 | 212.93 | +0.10% | |
Meta Platforms | US30303M1027 | 1.27 | 659.53 | -1.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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