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Investing.com -- Since the beginning of the 2020s, global equity markets have risen approximately 50%, US nominal GDP has grown by over 30%, and corporate profits in the US have...
LONDON - Xtrackers (IE) plc, an investment company with variable capital, has announced changes to a suite of its exchange-traded funds (ETFs), including updates to their reference...
Investing.com -- The polarization in equity markets is likely to extend into 2025 as investors grapple with trade and geopolitical uncertainty, JPMorgan (NYSE:JPM) strategists said...
U.S. stock market has outperformed other markets in the last 15 years, but this has not always been the case Which is why diversification across geographical areas is critical Some...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 992 | 1130 | 1088 | 1353 | 1556 |
Fund Return | 8.69% | -0.81% | 12.95% | 2.86% | 6.24% | 4.52% |
Place in category | 249 | 287 | 285 | 71 | 95 | 88 |
% in Category | 32 | 36 | 38 | 18 | 19 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.85B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 33.94B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.77B | 7.04 | 4.48 | 5.79 | ||
DFA US Large Cap Value I | 23.74B | 21.86 | 10.75 | 9.52 | ||
DFA US Small Cap Value I | 16.28B | 18.96 | 12.95 | 9.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Series Emerging Markets | 21.91B | 8.94 | -1.68 | 4.66 | ||
US00771X4198 | 20.34B | 7.20 | 3.69 | - | ||
American Funds New World R6 | 19.77B | 8.36 | 0.18 | 6.23 | ||
American Funds New World F2 | 17.59B | 8.27 | 0.07 | 6.12 | ||
Vanguard Emerging Mkts Stock Idx Ad | 16.63B | 11.46 | 0.61 | 3.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 4.37 | 1,035.00 | -3.27% | |
Tencent Holdings | KYG875721634 | 2.90 | 426.40 | +2.70% | |
Taiwan Semiconductor | US8740391003 | 1.75 | 197.21 | +1.32% | |
Samsung Electronics Co | KR7005930003 | 1.60 | 53,000 | -0.19% | |
Alibaba | KYG017191142 | 1.08 | 80.10 | -3.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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