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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1043 | 1183 | 1258 | 1477 | 1913 |
Fund Return | 3.77% | 4.26% | 18.32% | 7.96% | 8.12% | 6.7% |
Place in category | 109 | 168 | 91 | 73 | 92 | 46 |
% in Category | 49 | 75 | 46 | 33 | 48 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 5.73B | 4.22 | 15.40 | 12.98 | ||
DFA International Core Equity Class | 3.48B | 4.08 | 7.32 | 6.57 | ||
DFA International Vector Equity Cl | 1.22B | 2.66 | 8.03 | 7.09 | ||
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 T8 | 4.34B | 3.91 | 11.45 | 7.11 | ||
Fidelity NorthStar Sr A CAD | 4.34B | 3.91 | 11.40 | 7.08 | ||
Fidelity NorthStar Sr B CAD | 4.34B | 3.93 | 11.70 | 7.34 | ||
Fidelity NorthStar Sr F CAD | 4.34B | 4.03 | 12.98 | 8.57 | ||
Fidelity NorthStar Sr F5 CAD | 4.34B | 4.03 | 12.98 | 8.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 0.95 | 58.88 | +0.31% | |
Shell ADR | US7802593050 | 0.64 | 67.13 | -0.36% | |
HSBC ADR | US4042804066 | 0.62 | 55.09 | -0.18% | |
Toyota Motor | JP3633400001 | 0.46 | 2,804.5 | -0.74% | |
Shell | GB00BP6MXD84 | 0.45 | 32.22 | +0.81% |
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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