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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1013 | 1088 | 1092 | 1318 | 1645 |
Fund Return | 8.83% | 1.26% | 8.83% | 2.97% | 5.68% | 5.11% |
Place in category | 166 | 65 | 166 | 75 | 7 | 7 |
% in Category | 43 | 16 | 43 | 21 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Conserv Balanced Portf F1 | 6.27B | 10.46 | 3.52 | 5.81 | ||
Compass Conservative Balanced Portf | 6.12B | 9.41 | 2.56 | 4.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 13.09B | 7.69 | 1.48 | 3.90 | ||
Compass Conserv Balanced Portf F1 | 6.27B | 10.46 | 3.52 | 5.81 | ||
Compass Conservative Balanced Portf | 6.12B | 9.41 | 2.56 | 4.83 | ||
TD Mgd Income Portfolio P | 4.63B | 8.87 | 0.44 | 3.10 | ||
TD Mgd Income Portfolio I | 4.63B | 8.63 | 0.16 | 2.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Government Bond ETF | - | 7.40 | - | - | |
Canada (Government of) 1.5% | - | 6.00 | - | - | |
Mawer International Equity Series O | - | 4.54 | - | - | |
Mawer Canadian Equity Series O | - | 4.46 | - | - | |
Canadian Commercial Mortgage O Ccmot7 | - | 2.15 | - | - |
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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