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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1120 | 1162 | 1362 | 1905 |
Fund Return | 5.17% | 5.17% | 11.99% | 5.13% | 6.37% | 6.66% |
Place in category | 66 | 66 | 149 | 28 | 40 | 18 |
% in Category | 6 | 6 | 12 | 2 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.34B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.34B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.07B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.07B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.97B | 5.18 | 5.12 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.87B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.87B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.74B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.74B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.74B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.76 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.82 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.86 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.85 | - | - | |
Microsoft | US5949181045 | 1.38 | 406.66 | +2.22% |
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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