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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1066 | 1129 | 1254 | 1442 | 1556 |
Fund Return | 5.15% | 6.57% | 12.94% | 7.82% | 7.59% | 4.52% |
Place in category | 35 | 32 | 77 | 16 | 45 | 29 |
% in Category | 11 | 8 | 23 | 5 | 14 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.84B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.97B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.22B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.67B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.59B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.07B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.94B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.3B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 4.45 | - | - | |
TotalEnergies SE | FR0000120271 | 3.56 | 68.68 | +0.48% | |
Mercedes Benz Group | DE0007100000 | 1.47 | 68.190 | -0.23% | |
Zurich Insurance Group | CH0011075394 | 1.43 | 457.40 | +0.42% | |
Ubs Group Ag Reg Common Stock Usd.1 | - | 1.39 | - | - |
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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