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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1015 | 1202 | 1042 | 1266 | 1582 |
Fund Return | 9.6% | 1.52% | 20.22% | 1.39% | 4.83% | 4.7% |
Place in category | 1202 | 1235 | 733 | 1255 | 752 | 404 |
% in Category | 78 | 78 | 50 | 93 | 66 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.35B | 10.57 | 1.85 | 4.69 | ||
Balanced Low Volatility Portfolio | 3.54B | 8.14 | 2.15 | 3.58 | ||
Balanced Low Volatility Portfolio C | 3.54B | 8.21 | 2.24 | 3.68 | ||
Balanced Low Volatility Portfolio F | 3.54B | 9.08 | 3.23 | 4.67 | ||
Balanced Low Volatility Portfol R5 | 3.54B | 8.09 | 2.47 | 3.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 58.41B | 11.98 | 3.43 | 5.81 | ||
RBC Sel Bal Port Sr F CAD | 58.41B | 12.90 | 4.44 | 6.85 | ||
RBC Sel Bal Port Sr A CDA | 58.41B | 11.98 | 3.42 | 5.80 | ||
Fidelity Global Balanced Portf F5 | 16.87B | 15.77 | 6.00 | 7.55 | ||
Fidelity Global Balanced Portfol B | 16.87B | 14.67 | 4.81 | 6.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 17.99 | - | - | |
Desjardins Canadian Equity Income F | - | 12.08 | - | - | |
Desjardins Global Equity I | - | 8.82 | - | - | |
Desjardins Global Equity Growth I | - | 8.38 | - | - | |
Desjardins Global Dividend I | - | 7.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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