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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1017 | 1167 | 1110 | 1364 | 1769 |
Fund Return | 8.86% | 1.75% | 16.71% | 3.55% | 6.41% | 5.87% |
Place in category | 64 | 166 | 84 | 38 | 4 | 1 |
% in Category | 19 | 43 | 26 | 12 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Conservative Balanced Portf | 6.13B | 7.99 | 2.58 | 4.88 | ||
Compass Conservative Portfolio F1 | 1.89B | 7.33 | 2.93 | 5.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 13.01B | 6.61 | 1.69 | 3.96 | ||
Compass Conservative Balanced Portf | 6.13B | 7.99 | 2.58 | 4.88 | ||
TD Mgd Income Portfolio P | 4.69B | 7.10 | 0.65 | 3.09 | ||
TD Mgd Income Portfolio I | 4.69B | 6.93 | 0.40 | 2.81 | ||
Fidelity Bal Incm PrvPool Cl S5 CAD | 3.69B | 9.96 | 3.15 | 4.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 6.75 | - | - | |
BMO Government Bond ETF | - | 6.53 | - | - | |
Canada (Government of) 1.5% | - | 4.66 | - | - | |
Mawer Canadian Equity Series O | - | 3.63 | - | - | |
BMO MSCI EAFE ETF | - | 3.57 | - | - |
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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