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Investing.com -- China’s Foreign Ministry on Saturday urged the United States to step back from escalating trade tensions, saying “the market has spoken” after another sharp...
Investing.com -- Economists at UBS, the Swiss multinational investment bank, said yesterday that United States could enter 'a meaningful recession', followed by more stock market...
Investing.com -- Federal Reserve Chair Jerome Powell signaled a cautious stance on monetary policy Friday, emphasizing the need to anchor inflation expectations even as political...
The current market meltdown has many investors seeking refuge in stocks that offer stability and resilience. Two such companies that stand out are Elevance Health and Kraft...
While traditional financial markets experienced severe turbulence on Thursday, April 3, 2025, with major U.S. indexes posting significant losses following President Donald Trump’s...
As I’ve mentioned, the assumptions behind S&P 500 earnings estimates were too optimistic, and valuations made this one of the most expensive markets in a generation. So, we’ll...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 966 | 1141 | 1046 | 1319 | 1777 |
Fund Return | 4.92% | -3.37% | 14.09% | 1.5% | 5.69% | 5.92% |
Place in category | 88 | 112 | 106 | 83 | 102 | 41 |
% in Category | 43 | 50 | 48 | 40 | 50 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.83B | 1.39 | 11.27 | 11.79 | ||
DFA US Core Equity 2 I | 29.85B | 1.32 | 10.85 | 11.23 | ||
DFA International Core Equity I | 31.16B | 6.16 | 5.65 | 5.79 | ||
DFA Emerging Markets Core Equity I | 26.79B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 22.69B | 4.87 | 8.28 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.16B | 5.34 | 1.03 | 5.30 | ||
Vanguard REIT Index I | 10.53B | 5.32 | 1.04 | 5.33 | ||
Vanguard Real Estate II Index Fund | 9.79B | 5.32 | 1.07 | - | ||
Cohen & Steers Instl Realty Shares | 8.24B | 5.28 | 2.52 | 6.90 | ||
Cohen & Steers Real Estate SecuritI | 5.38B | 5.33 | 2.13 | 7.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.40 | 98.23 | -3.31% | |
Equinix | US29444U7000 | 6.76 | 766.21 | -4.40% | |
American Tower | US03027X1000 | 6.69 | 220.17 | -3.51% | |
Welltower | US95040Q1040 | 4.78 | 143.29 | -6.00% | |
Simon Property | US8288061091 | 4.48 | 146.05 | -4.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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