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Investing.com -- The rally in the S&P 500 has coaxed many into chasing the market higher, taking futures positioning in the index to extreme bullish levels and potentially limiting...
Investing.com -- Oppenheimer analysts said in a note Monday that the current bull market is likely to extend into 2025, with a market top "at least 6-12 months away." In their...
Investing.com -- Peter Oppenheimer, chief global equity strategist at Goldman Sachs, projects slower equity market returns in 2025 following a strong rally that has significantly...
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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