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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 1014 | 1262 | 1239 | 1729 | 3027 |
Fund Return | 13.54% | 1.39% | 26.17% | 7.42% | 11.57% | 11.71% |
Place in category | 2641 | 4279 | 1564 | 1681 | 921 | 467 |
% in Category | 38 | 61 | 23 | 32 | 23 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.5B | 19.64 | 9.75 | 11.48 | ||
Dimensional Global Core Equity FuGD | 7.5B | 19.63 | 9.75 | 11.48 | ||
Global Sustainability Core EquityGD | 4.8B | 13.54 | 7.42 | 11.71 | ||
Dimensional World Allocation 60 40A | 3.53B | 12.02 | 5.52 | 6.68 | ||
Dimensional World Allocation 60 40D | 3.53B | 12.01 | 5.53 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.26B | 11.63 | 4.50 | 9.96 | ||
MS Global Brands Fund AXg | 20.26B | 10.62 | 3.50 | 9.08 | ||
MS Global Brands Fund Zg | 20.26B | 11.63 | 4.50 | 9.96 | ||
Developed World Index Sub Fund Flex | 23.52B | 22.17 | 10.13 | 12.41 | ||
Developed World Index Sub Fund GBP | 23.52B | 22.00 | 10.21 | 12.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.41 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 3.55 | 140.22 | +0.39% | |
Meta Platforms | US30303M1027 | 2.23 | 607.75 | +1.32% | |
Microsoft | US5949181045 | 1.82 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 1.48 | 229.05 | +1.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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