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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1007 | 1076 | 1035 | 1135 | 1296 |
Fund Return | 7.56% | 0.7% | 7.56% | 1.14% | 2.56% | 2.63% |
Place in category | 453 | 349 | 453 | 334 | 328 | 153 |
% in Category | 60 | 47 | 60 | 46 | 46 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CAN Mod Alloc PSG 75 100 PS1 | 746.73M | 9.13 | 1.64 | 2.84 | ||
CAN Mod Alloc PSG 75 75 PS1 | 746.73M | 9.25 | 1.75 | 2.95 | ||
CAN Core Plus Bond Portico 75 100 | 266.58M | 4.28 | -1.29 | 0.85 | ||
CAN Core Plus Bond Portico 75 75 | 266.58M | 4.34 | -1.23 | 0.90 | ||
CAN Income M 75 75 | 239.85M | 7.44 | 0.64 | 2.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 13.14B | 7.69 | 1.48 | 3.90 | ||
Compass Conserv Balanced Portf F1 | 6.31B | 10.46 | 3.52 | 5.81 | ||
Compass Conservative Balanced Portf | 6.31B | 9.41 | 2.56 | 4.83 | ||
TD Mgd Income Portfolio P | 4.64B | 8.87 | 0.44 | 3.10 | ||
TD Mgd Income Portfolio I | 4.64B | 8.63 | 0.16 | 2.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CL Fixed Income (FT) | - | 65.00 | - | - | |
CAN Can Stock 75/75 | - | 15.75 | - | - | |
CL Global Equity (Templeton) | - | 10.50 | - | - | |
CL Can Large Cap Eq Index (GWLIM) | - | 5.25 | - | - | |
CL US Equity Index (GWLIM) | - | 3.50 | - | - |
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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