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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1019 | 1116 | 1183 | 1418 | 1708 |
Fund Return | 3.09% | 1.93% | 11.65% | 5.75% | 7.23% | 5.5% |
Place in category | 401 | 502 | 1143 | 808 | 366 | 230 |
% in Category | 23 | 32 | 74 | 61 | 32 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio F1 | 7.01B | 3.26 | 6.86 | 6.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 57.81B | 2.39 | 5.97 | 5.36 | ||
RBC Sel Bal Port Sr F CAD | 57.81B | 2.56 | 7.00 | 6.39 | ||
RBC Sel Bal Port Sr A CDA | 57.81B | 2.39 | 5.97 | 5.35 | ||
Fidelity Global Balanced Portf F | 18.55B | 3.09 | 9.41 | 7.05 | ||
Fidelity Global Balanced Portfol B | 18.55B | 2.90 | 8.17 | 5.84 |
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 | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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