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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1047 | 1183 | 1042 | 1496 | 1611 |
Fund Return | 6.77% | 4.72% | 18.26% | 1.38% | 8.39% | 4.89% |
Place in category | 416 | 508 | 273 | 317 | 172 | 101 |
% in Category | 54 | 64 | 41 | 54 | 27 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.21B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.02B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.19B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.73B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.94B | 9.27 | 6.09 | 8.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 48.57B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 44.6B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.61 | 982.0 | -0.65% | |
ASML Holding NV ADR | - | 1.91 | - | - | |
Louis Vuitton | FR0000121014 | 1.49 | 736.60 | -1.30% | |
Toyota Motor | JP3633400001 | 1.12 | 3,254.0 | -0.55% | |
Roche Holding Participation | CH0012032048 | 0.97 | 241.60 | +0.79% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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