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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1092 | 1232 | 1375 | 1842 | 3179 |
Fund Return | 4.65% | 9.19% | 23.17% | 11.2% | 12.99% | 12.26% |
Place in category | 3035 | 1472 | 1499 | 1492 | 804 | 380 |
% in Category | 43 | 19 | 22 | 27 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.78B | 4.46 | 10.77 | 11.58 | ||
Dimensional Global Core Equity FuGD | 7.78B | 4.47 | 10.77 | 11.59 | ||
Global Sustainability Core EquityGD | 4.94B | 4.65 | 11.21 | 12.27 | ||
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% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 20.68B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.68B | 5.19 | 5.84 | 10.54 | ||
Investment Funds Global Brands Funz | 20.68B | 5.18 | 5.84 | 10.54 | ||
Developed World Index Sub Fund FleA | 24.12B | 3.93 | 12.51 | 12.78 | ||
Developed World Index Sub Fund Flex | 24.12B | 3.93 | 12.26 | 12.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.75 | 249.37 | +0.92% | |
NVIDIA | US67066G1040 | 3.98 | 127.81 | -1.90% | |
Meta Platforms | US30303M1027 | 2.25 | 652.70 | -2.31% | |
Amazon.com | US0231351067 | 1.92 | 207.72 | -2.35% | |
Microsoft | US5949181045 | 1.76 | 398.94 | -1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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