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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1207 | 1344 | 1806 | 3092 |
Fund Return | 9.35% | 9.35% | 20.74% | 10.36% | 12.55% | 11.95% |
Place in category | 2414 | 2414 | 2110 | 1439 | 703 | 432 |
% in Category | 33 | 33 | 33 | 29 | 20 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.34B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.34B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.07B | 9.36 | 10.37 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.97B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.97B | 5.17 | 5.13 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 21.63B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.63B | 4.78 | 6.70 | 9.96 | ||
Investment Funds Global Brands Funz | 21.63B | 4.79 | 6.71 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.16B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.16B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 183.36 | +5.97% | |
Meta Platforms | US30303M1027 | 2.53 | 452.05 | +2.35% | |
NVIDIA | US67066G1040 | 2.43 | 887.83 | +3.46% | |
Microsoft | US5949181045 | 2.01 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 1.30 | 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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