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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.62 | 0.62 | 0.00 |
Shares | 99.33 | 99.33 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.67 | 14.01 |
Price to Book | 1.72 | 1.80 |
Price to Sales | 1.09 | 1.44 |
Price to Cash Flow | 8.27 | 8.43 |
Dividend Yield | 3.38 | 3.18 |
5 Years Earnings Growth | 9.12 | 9.77 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.20 | 20.70 |
Industrials | 20.21 | 16.30 |
Consumer Cyclical | 12.24 | 10.22 |
Healthcare | 10.00 | 10.91 |
Technology | 9.65 | 12.60 |
Basic Materials | 6.40 | 6.64 |
Consumer Defensive | 6.13 | 8.61 |
Communication Services | 5.83 | 6.13 |
Utilities | 2.46 | 2.97 |
Real Estate | 2.19 | 2.23 |
Energy | 1.69 | 4.34 |
Number of long holdings: 3,717
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 1.28 | 453.7 | -2.41% | |
ASML ADR | USN070592100 | 1.28 | 736.68 | -1.39% | |
Louis Vuitton | FR0000121014 | 1.11 | 478.25 | -0.62% | |
Roche Holding Participation | CH0012032048 | 1.09 | 265.50 | +2.04% | |
Novartis ADR | US66987V1098 | 1.04 | 115.76 | +2.82% | |
RBC | CA7800871021 | 0.82 | 126.66 | +1.33% | |
Toyota Motor | JP3633400001 | 0.81 | 2,769.0 | +1.26% | |
Sony | JP3435000009 | 0.73 | 3,810.0 | -4.03% | |
Unilever ADR | US9047677045 | 0.71 | 63.84 | +0.42% | |
AstraZeneca ADR | US0463531089 | 0.70 | 72.84 | +2.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 32.78B | 11.59 | 9.74 | 6.01 | ||
DFA US Core Equity 1 I | 32.61B | -5.64 | 10.68 | 11.03 | ||
DFA US Core Equity 2 I | 30.61B | -6.03 | 10.11 | 10.43 | ||
DFA Emerging Markets Core Equity I | 27.23B | 1.73 | 5.09 | 4.12 | ||
DFA US Large Cap Value I | 22.57B | -2.51 | 7.13 | 8.12 |
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