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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1207 | 1344 | 1805 | 3092 |
Fund Return | 9.36% | 9.36% | 20.74% | 10.37% | 12.54% | 11.95% |
Place in category | 2398 | 2398 | 2109 | 1430 | 712 | 433 |
% in Category | 32 | 32 | 33 | 29 | 20 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 5.18B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 5.18B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGD | 3.28B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.93B | 3.46 | 3.75 | 6.52 | ||
Dimensional World Allocation 60 40D | 2.93B | 3.50 | 3.76 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 22.33B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 22.33B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 22.33B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund FleA | 22.16B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund GBP | 22.16B | 6.62 | 9.20 | 12.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 189.87 | +0.08% | |
Meta Platforms | US30303M1027 | 2.53 | 473.15 | -1.74% | |
NVIDIA | US67066G1040 | 2.43 | 943.46 | -0.30% | |
Microsoft | US5949181045 | 2.01 | 420.99 | -0.49% | |
Amazon.com | US0231351067 | 1.30 | 183.60 | -1.29% |
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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