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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1098 | 1433 | 1635 | 2222 | 3758 |
Fund Return | 12.22% | 9.79% | 43.26% | 17.81% | 17.31% | 14.16% |
Place in category | 954 | 1073 | 364 | 361 | 166 | 139 |
% in Category | 63 | 70 | 29 | 32 | 17 | 22 |
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 Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 5.87 | - | - | |
Microsoft Corp | - | 4.65 | - | - | |
Amazon.com Inc | - | 3.91 | - | - | |
Facebook Inc A | - | 2.00 | - | - | |
Alphabet Inc Class C | - | 1.85 | - | - |
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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