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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1033 | 1149 | 1261 | 1529 | 1984 |
Fund Return | 2.66% | 3.31% | 14.87% | 8.03% | 8.87% | 7.09% |
Place in category | 188 | 183 | 155 | 72 | 89 | 36 |
% in Category | 77 | 80 | 62 | 33 | 45 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 5.73B | 4.22 | 15.54 | 13.02 | ||
DFA International Core Equity Class | 3.48B | 4.08 | 7.32 | 6.57 | ||
DFA International Vector Equity Cla | 1.22B | 3.77 | 7.96 | 6.70 | ||
DFA Global Real Estate Securities A | 741.41M | 2.34 | 0.32 | 2.96 | ||
DFA Global Real Estate Securities F | 741.41M | 2.44 | 1.45 | 4.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity NorthStar Sr F CAD | 557.69M | 4.03 | 12.98 | 8.57 | ||
Fidelity NorthStar Sr F5 CAD | 8.74M | 4.03 | 12.98 | 8.58 | ||
Fidelity NorthStar Sr F8 CAD | 2.72M | 4.03 | 12.97 | 8.57 | ||
Fidelity NorthStar Sr S5 | 8.89M | 3.93 | 11.69 | 7.34 | ||
Fidelity NorthStar Sr S8 | 8.06M | 3.93 | 11.69 | 7.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 0.95 | 56.34 | -3.15% | |
Shell ADR | US7802593050 | 0.64 | 66.46 | -1.48% | |
HSBC ADR | US4042804066 | 0.62 | 60.33 | +0.70% | |
Toyota Motor | JP3633400001 | 0.46 | 2,753.5 | -1.48% | |
Shell | GB00BP6MXD84 | 0.45 | 31.15 | -3.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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