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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1158 | 1020 | 1235 | 1255 | 1516 | 2377 |
Fund Return | 15.79% | 2.03% | 23.54% | 7.87% | 8.68% | 9.05% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Growth | 2.62B | 24.04 | 5.74 | 14.32 | ||
American Equity Growth C | 2.62B | 24.15 | 5.84 | 14.46 | ||
American Equity Growth F | 2.62B | 25.31 | 7.03 | 15.77 | ||
Canadian Equity A | 2.57B | 16.85 | 6.06 | - | ||
Canadian Equity C | 2.57B | 16.90 | 6.11 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 9.89B | 27.24 | 13.24 | 13.50 | ||
PH N US Multi Style All Cap Eq F | 9.89B | 27.49 | 13.52 | 13.78 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.4B | 18.07 | 3.98 | - | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.4B | 17.07 | 2.99 | 13.33 | ||
DFA US Core Equity Class F CAD | 5.73B | 23.57 | 12.25 | 13.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.32 | 239.56 | +0.11% | |
UnitedHealth | US91324P1021 | 3.26 | 614.67 | -1.69% | |
Wells Fargo&Co | US9497461015 | 2.64 | 72.60 | +0.06% | |
American Express | US0258161092 | 2.53 | 288.51 | -1.52% | |
Lockheed Martin | US5398301094 | 2.46 | 565.96 | -0.81% |
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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