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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1207 | 1344 | 1805 | 3092 |
Fund Return | 9.36% | 9.36% | 20.74% | 10.37% | 12.54% | 11.95% |
Place in category | 2398 | 2398 | 2109 | 1430 | 712 | 433 |
% in Category | 32 | 32 | 33 | 29 | 20 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.49B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.49B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGD | 3.98B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.93B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.93B | 5.17 | 5.13 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.49B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.49B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.49B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.05B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.05B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 173.18 | +2.29% | |
Meta Platforms | US30303M1027 | 2.53 | 441.84 | +0.60% | |
NVIDIA | US67066G1040 | 2.43 | 858.11 | +3.34% | |
Microsoft | US5949181045 | 2.01 | 397.84 | +0.73% | |
Amazon.com | US0231351067 | 1.30 | 184.72 | +3.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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