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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1026 | 1237 | 1112 | 1753 | 2293 |
Fund Return | 3.79% | 2.64% | 23.66% | 3.61% | 11.88% | 8.65% |
Place in category | 289 | 193 | 178 | 111 | 95 | 81 |
% in Category | 45 | 34 | 32 | 22 | 20 | 21 |
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 Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 | ||
Strategic Advisers Small-Mid Cap | 9.43B | 5.62 | 1.05 | 8.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.65 | - | - | |
Comfort Systems USA Inc | - | 0.52 | - | - | |
Simpson Manufacturing Co Inc | - | 0.43 | - | - | |
Applied Industrial Technologies Inc | - | 0.33 | - | - | |
Installed Building Products Inc | - | 0.33 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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