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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 988 | 1025 | 988 | 1037 | 1146 |
Fund Return | -1.48% | -1.24% | 2.47% | -0.39% | 0.74% | 1.37% |
Place in category | 225 | 204 | 204 | 21 | 145 | 145 |
% in Category | 78 | 69 | 68 | 9 | 64 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.21B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.02B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.19B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.73B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.94B | 9.27 | 6.09 | 8.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.4B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.67B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.57B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UNIVERSITY TEX UNIV REVS 5% | - | 1.12 | - | - | |
MASSACHUSETTS ST 5% | - | 0.96 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.86 | - | - | |
PRINCE GEORGES CNTY MD 3% | - | 0.77 | - | - | |
SANTA CLARA CALIF UNI SCH DIST 4% | - | 0.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Sell | Neutral |
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