
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1079 | 1258 | 1418 | 1888 | 2879 |
Fund Return | 2.93% | 7.9% | 25.84% | 12.35% | 13.56% | 11.16% |
Place in category | 996 | 125 | 97 | 22 | 3 | 3 |
% in Category | 84 | 9 | 7 | 3 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Strategic Yield Sr F | 3.35B | 2.25 | 4.66 | 5.16 | ||
Dynamic Strategic Yield Sr I | 3.35B | 2.33 | 5.65 | 6.18 | ||
DynamicEdge Balanced Grwth Port IT | 1.19B | 3.51 | 6.47 | 7.95 | ||
DynamicEdge Balanced Grwth I CAD | 1.19B | 3.51 | 6.47 | 7.95 | ||
Dynamic Blue Chip Balanced F | 925.85M | 2.94 | 3.67 | 6.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N Balanced Pension Trust A | 2.18B | 2.64 | 6.77 | 7.16 | ||
PH N Balanced A | 1.5B | 2.53 | 4.76 | 5.70 | ||
PH N Balanced D | 1.5B | 2.62 | 5.93 | 6.90 | ||
PH N Balanced F | 1.5B | 2.62 | 5.91 | 6.88 | ||
Meritas Growth and Income Portf F | 1.2B | 3.09 | 6.33 | 6.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
1832 AM Investment Grade US Corp Bd Pl I | - | 8.23 | - | - | |
NVIDIA | US67066G1040 | 7.85 | 139.23 | -0.12% | |
Apple | US0378331005 | 5.65 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 5.45 | 414.77 | +1.25% | |
Alphabet C | US02079K1079 | 5.45 | 187.13 | +0.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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