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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1033 | 1091 | 1101 | 1373 | 1560 |
Fund Return | 2.57% | 3.31% | 9.12% | 3.25% | 6.54% | 4.55% |
Place in category | 335 | 375 | 227 | 83 | 140 | 113 |
% in Category | 42 | 44 | 33 | 14 | 21 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.26B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.24B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.66B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.39B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.7B | 6.25 | 6.26 | 8.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 48.57B | 2.55 | 2.86 | 4.45 | ||
Fidelity Series Global ex US Index | 44.6B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 1.95 | 903.3 | -1.05% | |
Nestle | CH0038863350 | 1.23 | 96.62 | +1.26% | |
ASML Holding NV ADR | - | 1.19 | - | - | |
Louis Vuitton | FR0000121014 | 1.19 | 779.10 | -0.52% | |
Toyota Motor | JP3633400001 | 1.16 | 3,447.0 | +0.32% |
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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