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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1011 | 1108 | 1087 | 1343 | 1740 |
Fund Return | 10.8% | 1.08% | 10.8% | 2.82% | 6.08% | 5.7% |
Place in category | 1303 | 1148 | 1303 | 933 | 412 | 266 |
% in Category | 85 | 70 | 85 | 67 | 34 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio F1 | 7.2B | 11.99 | 3.90 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 59.96B | 13.96 | 3.19 | 5.80 | ||
RBC Sel Bal Port Sr F CAD | 59.96B | 15.08 | 4.20 | 6.84 | ||
RBC Sel Bal Port Sr A CDA | 59.96B | 13.95 | 3.19 | 5.80 | ||
Fidelity Global Balanced Portf F5 | 17.59B | 19.09 | 6.49 | 7.62 | ||
Fidelity Global Balanced Portf F8 | 17.59B | 19.08 | 6.48 | 7.61 |
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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