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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1207 | 1344 | 1805 | 3092 |
Fund Return | 9.36% | 9.36% | 20.74% | 10.37% | 12.54% | 11.95% |
Place in category | 2398 | 2398 | 2109 | 1430 | 712 | 433 |
% in Category | 32 | 32 | 33 | 29 | 20 | 21 |
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 EquityGD | 4.15B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40D | 3.01B | 3.50 | 3.76 | 6.52 | ||
Dimensional World Allocation 60 40A | 3.01B | 3.46 | 3.75 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund Zg | 22.11B | -0.24 | 3.10 | 9.22 | ||
Investment Funds Global Brands Funz | 22.11B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 22.11B | -0.58 | 2.17 | 8.35 | ||
Developed World Index Sub Fund FleA | 21.75B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.75B | 6.67 | 9.12 | 12.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 186.66 | +1.97% | |
Meta Platforms | US30303M1027 | 2.53 | 468.31 | -1.66% | |
NVIDIA | US67066G1040 | 2.43 | 901.53 | +0.31% | |
Microsoft | US5949181045 | 2.01 | 414.80 | +0.01% | |
Amazon.com | US0231351067 | 1.30 | 186.25 | -0.66% |
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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