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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1107 | 1224 | 1346 | 1762 | 2871 |
Fund Return | 10.69% | 10.69% | 22.44% | 10.4% | 12% | 11.12% |
Place in category | 2563 | 2563 | 2698 | 1360 | 1026 | 570 |
% in Category | 35 | 35 | 42 | 27 | 27 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunD | 6.34B | 10.68 | 10.40 | 11.12 | ||
Global Sustainability Core Equity A | 4.07B | 10.83 | 10.20 | 11.57 | ||
Global Sustainability Core Equity D | 4.07B | 10.83 | 10.18 | 11.57 | ||
Dimensional Pacific Basin Small CEA | 114.17M | 2.41 | 4.10 | 7.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund EUR | 21.16B | 11.65 | 11.84 | 12.23 | ||
Developed World Index Sub Fund InAE | 21.16B | 11.60 | 11.67 | 12.05 | ||
Developed World Index Sub Fund Inst | 21.16B | 11.60 | 11.44 | 11.95 | ||
IE00BD0NCM55 | 21.16B | 7.95 | 12.90 | - | ||
Global Stock Index Ins EUR | 19.06B | 7.72 | 12.82 | 11.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.00 | 183.36 | +5.97% | |
Microsoft | US5949181045 | 2.98 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 1.88 | 887.83 | +3.46% | |
Meta Platforms | US30303M1027 | 1.57 | 452.05 | +2.35% | |
Amazon.com | US0231351067 | 1.49 | 186.24 | +0.82% |
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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