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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1005 | 1030 | 1033 | 1050 | 1098 |
Fund Return | 0.87% | 0.53% | 3.01% | 1.1% | 0.99% | 0.94% |
Place in category | 39 | 32 | 115 | 40 | 84 | 82 |
% in Category | 25 | 20 | 57 | 30 | 49 | 58 |
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 Ltd-Term Tx-Ex Adm | 28.39B | -0.15 | 0.39 | 1.45 | ||
Vanguard Short-Term Tx-Ex Adm | 14.4B | 0.65 | 1.27 | 1.24 | ||
AB Diversified Municipal | 4.87B | -0.35 | -0.32 | 1.64 | ||
AB Intermediate Diversified Muni A | 4.87B | -0.43 | -0.51 | 1.41 | ||
AB Intermediate Diversified Muni Ad | 4.87B | -0.32 | -0.26 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MINNESOTA ST 5% | - | 1.61 | - | - | |
LOS ANGELES CALIF 5% | - | 1.20 | - | - | |
QUINCY MASS 5% | - | 1.08 | - | - | |
ROCHESTER N Y 4.5% | - | 1.02 | - | - | |
NORTH HEMPSTEAD N Y 4% | - | 1.01 | - | - |
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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