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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1070 | 1225 | 1232 | 1581 | 2041 |
Fund Return | 10.83% | 7.04% | 22.52% | 7.21% | 9.59% | 7.39% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 4.95B | 12.62 | 12.22 | 12.91 | ||
DFA International Core Equity Class | 3.05B | 9.29 | 5.06 | 6.63 | ||
DFA International Vector Equity Cla | 1.08B | 10.06 | 5.92 | 6.68 | ||
DFA Global Real Estate Securities A | 620.76M | -1.71 | -0.62 | 4.48 | ||
DFA Global Real Estate Securities F | 620.76M | -1.24 | 0.50 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity NorthStar Sr S5 | 4.01B | 11.14 | 7.28 | 7.55 | ||
Fidelity NorthStar Sr S8 | 4.01B | 11.14 | 7.26 | 7.54 | ||
Fidelity NorthStar Sr T5 | 4.01B | 11.01 | 6.98 | 7.30 | ||
Fidelity NorthStar Sr T8 | 4.01B | 11.05 | 7.04 | 7.33 | ||
Fidelity NorthStar Sr A CAD | 4.01B | 11.03 | 7.00 | 7.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 1.13 | 65.21 | +0.42% | |
Toyota Motor | JP3633400001 | 0.70 | 3,272.0 | 0.00% | |
Shell ADR | US7802593050 | 0.67 | 70.64 | +1.71% | |
Samsung Electronics Co | KR7005930003 | 0.65 | 75,700 | 0.00% | |
HSBC ADR | US4042804066 | 0.56 | 44.51 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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