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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1036 | 1108 | 1117 | 1311 | 1881 |
Fund Return | 3.5% | 3.6% | 10.8% | 3.76% | 5.57% | 6.52% |
Place in category | 125 | 113 | 83 | 46 | 49 | 18 |
% in Category | 10 | 8 | 7 | 4 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.39B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.39B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.15B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.15B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.01B | 3.46 | 3.75 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.18B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.18B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.84B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.84B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.84B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.68 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.74 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.83 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.82 | - | - | |
Microsoft Corp | - | 1.35 | - | - |
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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