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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 1016 | 1188 | 1125 | 1431 | 1943 |
Fund Return | 10.23% | 1.59% | 18.8% | 4% | 7.43% | 6.87% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio | 7.06B | 9.24 | 2.92 | 5.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 58.31B | 11.98 | 3.43 | 5.81 | ||
RBC Sel Bal Port Sr F CAD | 58.31B | 12.90 | 4.44 | 6.85 | ||
RBC Sel Bal Port Sr A CDA | 58.31B | 11.98 | 3.42 | 5.80 | ||
Fidelity Global Balanced Portf F5 | 16.68B | 15.77 | 6.00 | 7.55 | ||
Fidelity Global Balanced Portf F8 | 16.68B | 15.76 | 5.99 | 7.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 10.08 | - | - | |
BMO Government Bond ETF | - | 5.25 | - | - | |
BMO MSCI EAFE ETF | - | 5.07 | - | - | |
Canada (Government of) 1.5% | - | 3.10 | - | - | |
Mawer Canadian Equity Series O | - | 2.79 | - | - |
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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