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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1063 | 1352 | 1375 | 2070 | 4968 |
Fund Return | 11.45% | 6.3% | 35.16% | 11.2% | 15.66% | 17.39% |
Place in category | 294 | 485 | 85 | 179 | 34 | 7 |
% in Category | 18 | 38 | 5 | 20 | 6 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investors Dividend TU | 6.4B | 3.22 | 5.17 | 5.10 | ||
Investors Dividend U | 6.4B | 3.21 | 5.15 | 5.08 | ||
Allegro Moderate Aggressive Portfol | 4.89B | 4.60 | 4.94 | 6.88 | ||
Investors North American Equity Fun | 1.72B | 5.51 | 7.74 | 8.86 | ||
Investors Mutual of Canada TU | 1.53B | 3.20 | 5.27 | 6.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.76B | 11.57 | 11.78 | 13.04 | ||
PH N US Multi Style All Cap Eq F | 8.76B | 11.66 | 12.05 | 13.31 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.77B | 8.91 | 4.84 | - | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.77B | 8.54 | 3.89 | 13.92 | ||
DFA US Core Equity Class F CAD | 4.95B | 8.76 | 10.61 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.60 | 415.13 | +0.23% | |
Apple | US0378331005 | 8.93 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 7.95 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 7.69 | 176.44 | -1.60% | |
Alphabet C | US02079K1079 | 5.15 | 173.96 | +0.21% |
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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