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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1044 | 1137 | 1158 | 1365 | 1745 |
Fund Return | 2.9% | 4.36% | 13.71% | 5% | 6.42% | 5.72% |
Place in category | 475 | 964 | 1202 | 854 | 397 | 226 |
% in Category | 31 | 61 | 79 | 63 | 33 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio F1 | 7.22B | 2.99 | 6.11 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 60.61B | 2.51 | 5.22 | 5.60 | ||
RBC Sel Bal Port Sr F CAD | 60.61B | 2.59 | 6.25 | 6.64 | ||
RBC Sel Bal Port Sr A CDA | 60.61B | 2.51 | 5.22 | 5.59 | ||
Fidelity Global Balanced Portf F5 | 219.71M | 3.77 | 8.91 | 7.31 | ||
Fidelity Global Balanced Portf F8 | 47.09M | 3.77 | 8.90 | 7.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 9.94 | - | - | |
BMO Government Bond ETF | - | 5.21 | - | - | |
BMO MSCI EAFE ETF | - | 4.92 | - | - | |
Canada (Government of) 1.5% | - | 3.33 | - | - | |
Mawer Canadian Equity Series O | - | 2.84 | - | - |
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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