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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1052 | 1161 | 1258 | 1634 | 2888 |
Fund Return | 5.67% | 5.17% | 16.05% | 7.95% | 10.32% | 11.19% |
Place in category | 3862 | 3236 | 2980 | 1586 | 1202 | 638 |
% in Category | 56 | 48 | 47 | 31 | 31 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.46B | 5.68 | 7.96 | 11.19 | ||
Global Sustainability Core EquityGA | 4.15B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.15B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3B | 3.46 | 3.75 | 6.52 | ||
Dimensional World Allocation 60 40D | 3B | 3.50 | 3.76 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund Zg | 21.49B | -0.24 | 3.10 | 9.22 | ||
Investment Funds Global Brands Funz | 21.49B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 21.49B | -0.58 | 2.17 | 8.35 | ||
Developed World Index Sub Fund FleA | 21.64B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.64B | 6.67 | 9.12 | 12.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.94 | - | - | |
Apple Inc | - | 2.75 | - | - | |
NVIDIA Corp | - | 2.08 | - | - | |
Amazon.com Inc | - | 1.47 | - | - | |
Meta Platforms Inc Class A | - | 1.40 | - | - |
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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