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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 999 | 1144 | 1379 | 1901 | 3003 |
Fund Return | 2.08% | -0.08% | 14.4% | 11.31% | 13.71% | 11.62% |
Place in category | 3177 | 4701 | 1702 | 1458 | 818 | 377 |
% in Category | 48 | 68 | 26 | 26 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.63B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGD | 7.63B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGD | 918.89M | 2.07 | 11.32 | 11.62 | ||
Dimensional World Allocation 60 40D | 3.64B | 1.51 | 6.11 | 6.42 | ||
Dimensional World Allocation 60 40A | 3.64B | 1.51 | 6.12 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 20.15B | 3.89 | 5.30 | 9.12 | ||
MS Global Brands Fund Zg | 20.15B | 4.06 | 6.33 | 10.02 | ||
Investment Funds Global Brands Funz | 20.15B | 4.05 | 6.33 | 10.02 | ||
Developed World Index Sub Fund InsG | 23.69B | 3.92 | 12.11 | 12.50 | ||
Developed World Index Sub Fund FleA | 23.69B | 1.83 | 12.70 | 12.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.20 | 217.90 | -2.66% | |
NVIDIA | US67066G1040 | 3.49 | 109.67 | -1.58% | |
Meta Platforms | US30303M1027 | 2.55 | 576.74 | -4.29% | |
Amazon.com | US0231351067 | 1.99 | 192.72 | -4.29% | |
Microsoft | US5949181045 | 1.67 | 378.80 | -3.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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