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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1231 | 1088 | 1681 | 1378 | 1924 | 3032 |
Fund Return | 23.13% | 8.83% | 68.05% | 11.27% | 13.99% | 11.73% |
Place in category | 144 | 195 | 197 | 342 | 257 | 114 |
% in Category | 28 | 33 | 39 | 60 | 52 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.56B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.77B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.96B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.54B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.16B | 11.19 | 9.24 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 20.64B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.53B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Darling Ingredients Inc | - | 0.52 | - | - | |
Lithia Motors Inc Class A | - | 0.47 | - | - | |
Builders FirstSource Inc | - | 0.40 | - | - | |
Saia Inc | - | 0.35 | - | - | |
Louisiana-Pacific Corp | - | 0.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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