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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1042 | 1171 | 1160 | 1618 | 2296 |
Fund Return | 3.92% | 4.16% | 17.14% | 5.08% | 10.11% | 8.67% |
Place in category | 181 | 130 | 119 | 76 | 65 | 32 |
% in Category | 48 | 31 | 31 | 26 | 19 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.77B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.86B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.23B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.78B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.28B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.08B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.15M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.64M | 3.29 | 2.29 | 2.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 53.26 | - | - | |
DFA International Core Equity I | - | 19.26 | - | - | |
DFA US Core Equity 1 I | - | 17.75 | - | - | |
DFA Emerging Markets Core Equity I | - | 7.67 | - | - | |
DFA Real Estate Securities I | - | 1.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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