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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 1007 | 1296 | 1430 | 1886 | 3124 |
Fund Return | 20.36% | 0.72% | 29.57% | 12.67% | 13.53% | 12.07% |
Place in category | 709 | 1105 | 772 | 145 | 396 | 250 |
% in Category | 60 | 96 | 69 | 17 | 45 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes Global Small Cap Equity | 587.93M | 26.36 | 16.95 | 9.94 | ||
Brandes Global Small Cap Equity Cl | 587.93M | 27.52 | 18.25 | 11.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.27B | 17.07 | 2.99 | 13.33 | ||
TD U.S. Blue Chip Equity Fund D USD | 6.27B | 18.07 | 3.98 | - | ||
DFA US Core Equity Class F | 5.73B | 23.57 | 12.25 | 13.13 | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 5.84B | 27.78 | 13.80 | 14.23 | ||
AGF American Growth Class USD | 3.98B | 33.06 | 13.48 | 15.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Chevron | US1667641005 | 3.32 | 162.36 | +0.45% | |
Fiserv | US3377381088 | 3.23 | 221.56 | +1.91% | |
Wells Fargo&Co | US9497461015 | 2.95 | 75.96 | +1.51% | |
Bank of America | US0605051046 | 2.68 | 47.00 | +1.16% | |
Comcast | US20030N1019 | 2.64 | 43.47 | -0.07% |
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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