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Investing.com -- President Trump has escalated the tariff on goods from the People's Republic of China to 20%. The increase comes as a response to China's failure to address the...
Investing.com --The S&P 500 slumped Monday, as President Donald confirmed that tariffs on Mexico and Canada will begin on Tuesday, stoking further jitters about the economy just as...
Investing.com -- Active fund managers have made notable shifts in their portfolios, reflecting mixed sentiment and sector rotations, according to Bank of America (BofA)...
More than a century ago, then-Representative William McKinley pursued an aggressive tariff strategy that sought to protect American industry and reduce reliance on foreign...
We had a strong finish to 2024, with the Mott Thematic Growth Portfolio rising 17.85% net of fees and including dividends, while the S&P 500 Total (EPA:TTEF) Return Index...
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old World Order. So, investors are jittery, and a risk-off investment style...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 962 | 1116 | 964 | 1179 | 1643 |
Fund Return | 0.77% | -3.81% | 11.6% | -1.22% | 3.34% | 5.09% |
Place in category | 127 | 164 | 125 | 89 | 92 | 49 |
% in Category | 55 | 72 | 55 | 43 | 46 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.55B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.26B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.64B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 26.95B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.64B | 4.59 | 8.00 | 9.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.51B | 1.66 | -1.41 | 4.55 | ||
Vanguard REIT Index I | 10.13B | 1.69 | -1.38 | 4.57 | ||
Vanguard Real Estate II Index Fund | 9.45B | 1.68 | -1.36 | - | ||
Cohen & Steers Instl Realty Shares | 7.81B | 1.11 | -0.55 | 6.17 | ||
Cohen & Steers Real Estate SecuritI | 5.12B | 1.10 | -0.87 | 6.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.51 | 123.54 | -0.31% | |
Equinix | US29444U7000 | 7.00 | 910.58 | +0.66% | |
American Tower | US03027X1000 | 6.65 | 209.61 | +1.94% | |
Welltower | US95040Q1040 | 4.63 | 156.88 | +2.20% | |
Digital | US2538681030 | 4.61 | 155.31 | -0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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