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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1056 | 1197 | 1112 | 1528 | 1616 |
Fund Return | 7.7% | 5.58% | 19.68% | 3.6% | 8.84% | 4.92% |
Place in category | 294 | 264 | 162 | 84 | 125 | 98 |
% in Category | 37 | 31 | 23 | 13 | 20 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.88B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.8B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.39B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.2B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.01B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 51.18B | 2.55 | 2.86 | 4.45 | ||
Fidelity Series Global ex US Index | 45.9B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 1.95 | 984.0 | +1.10% | |
Nestle | CH0038863350 | 1.23 | 98.02 | -0.33% | |
ASML Holding NV ADR | - | 1.19 | - | - | |
Louis Vuitton | FR0000121014 | 1.19 | 762.50 | -0.03% | |
Toyota Motor | JP3633400001 | 1.16 | 3,219.0 | -1.65% |
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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