Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.86 | 0.51 |
Stocks | 99.63 | 99.63 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.69 | 17.02 |
Price to Book | 2.21 | 2.77 |
Price to Sales | 1.34 | 1.91 |
Price to Cash Flow | 9.46 | 11.49 |
Dividend Yield | 2.26 | 2.28 |
5 Years Earnings Growth | 10.89 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.22 | 20.34 |
Financial Services | 15.48 | 15.57 |
Industrials | 14.20 | 12.14 |
Consumer Cyclical | 11.19 | 10.43 |
Healthcare | 9.54 | 13.12 |
Energy | 6.29 | 4.87 |
Communication Services | 6.09 | 7.81 |
Consumer Defensive | 5.93 | 8.96 |
Basic Materials | 5.25 | 4.52 |
Real Estate | 2.83 | 2.32 |
Utilities | 1.97 | 3.27 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 52.94 | - | - | |
DFA International Core Equity I | - | 19.27 | - | - | |
DFA US Core Equity 1 I | - | 17.64 | - | - | |
DFA Emerging Markets Core Equity I | - | 8.14 | - | - | |
DFA Real Estate Securities I | - | 1.47 | - | - | |
DFA International Real Estate Sec I | - | 0.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.39B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.24B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 31.24B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.77B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.84B | 9.27 | 6.09 | 8.82 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review