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By Kevin Buckland TOKYO (Reuters) -Asian stocks rose on Tuesday while U.S. bond yields and the dollar hung back from multi-month highs as traders awaited President-elect Donald...
By Siddarth S (Reuters) - Goldman Sachs (NYSE:GS) has forecast the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley (NYSE:MS), on the back of...
The ASX is tipped to open higher this morning — the ASX SPI Futures are up 0.10% at 8,335 points — following a mixed session on Wall Street overnight. The Dow Jones...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500 earnings as well as our price targets for the index. We did so because we believe that Trump 2.0...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1050 | 1343 | 998 | 1229 | 1898 |
Fund Return | 10.55% | 5.04% | 34.33% | -0.06% | 4.21% | 6.62% |
Place in category | 107 | 137 | 88 | 97 | 85 | 41 |
% in Category | 43 | 53 | 40 | 46 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.37B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 34.72B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.35B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.5B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.31B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.53B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.44B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 9.7B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 14.23 | 0.90 | 8.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.14 | 114.65 | +1.08% | |
American Tower | US03027X1000 | 7.66 | 198.84 | +1.22% | |
Equinix | US29444U7000 | 5.93 | 909.48 | +1.35% | |
Welltower | US95040Q1040 | 4.80 | 137.01 | +0.73% | |
Public Storage | US74460D1090 | 4.04 | 337.29 | +0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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