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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1005 | 1028 | 1031 | 1050 | 1098 |
Fund Return | 0.63% | 0.48% | 2.81% | 1.03% | 0.98% | 0.94% |
Place in category | 43 | 42 | 87 | 42 | 115 | 82 |
% in Category | 25 | 26 | 44 | 30 | 62 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.57B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 31.82B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 31.11B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 26.96B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 23.84B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.49B | -0.10 | 0.44 | 1.50 | ||
Vanguard Short-Term Tx-Ex Adm | 14.43B | 0.44 | 1.21 | 1.23 | ||
AB Diversified Municipal | 4.92B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.92B | -0.46 | -0.46 | 1.48 | ||
AB Intermediate Diversified Muni Ad | 4.92B | -0.38 | -0.21 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MINNESOTA ST 5% | - | 1.61 | - | - | |
LOS ANGELES CALIF 5% | - | 1.20 | - | - | |
QUINCY MASS 5% | - | 1.08 | - | - | |
ROCHESTER N Y 4.5% | - | 1.02 | - | - | |
NORTH HEMPSTEAD N Y 4% | - | 1.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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