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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1106 | 1260 | 1165 | 1601 | 1629 |
Fund Return | 10.46% | 10.56% | 26.01% | 5.24% | 9.87% | 5% |
Place in category | 8 | 10 | 13 | 12 | 14 | 10 |
% in Category | 12 | 17 | 24 | 21 | 29 | 32 |
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% | |
---|---|---|---|---|---|---|
DFA International Vector Equity I | 3.55B | 7.71 | 3.21 | 4.95 | ||
Free Market International Equity In | 3.14B | 8.70 | 3.70 | 4.24 | ||
Kopernik Global All-Cap I | 2.05B | 3.18 | 1.14 | 6.77 | ||
DFA World ex US Targeted Val Instl | 732.5M | 7.84 | 2.75 | 4.83 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 637.46M | 6.95 | 1.66 | 5.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Banco de Sabadell | ES0113860A34 | 1.30 | 1.8350 | -1.63% | |
Leonardo | IT0003856405 | 1.14 | 22.800 | -2.19% | |
Alamos Gold Inc Class A | - | 0.83 | - | - | |
Celestica Inc Ordinary Shares (Subordinate Voting) | - | 0.77 | - | - | |
Crescent Point Energy Corp | - | 0.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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