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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1014 | 1206 | 1082 | 1320 | 2281 |
Fund Return | 14.49% | 1.37% | 20.56% | 2.66% | 5.7% | 8.59% |
Place in category | 508 | 1044 | 999 | 909 | 757 | 45 |
% in Category | 39 | 85 | 82 | 85 | 81 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Global Dividend Series I | 5.28B | 19.35 | 3.76 | 12.24 | ||
Dynamic Global Dividend Series T | 5.28B | 17.31 | 1.64 | 9.84 | ||
Dynamic Global Dividend | 5.28B | 17.27 | 1.61 | 9.81 | ||
Dynamic Global Dividend Series F | 5.28B | 18.36 | 2.74 | 11.08 | ||
Dynamic Global Asset Allocation | 2.3B | 13.39 | 1.48 | 7.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Gr Port Sr F | 17.88B | 14.95 | 5.25 | 7.83 | ||
RBC Sel Gr Port Sr A | 17.88B | 13.98 | 4.19 | 6.74 | ||
Dynamic Global Asset Allocation | 2.3B | 13.39 | 1.48 | 7.31 | ||
Dynamic Global Asset Alloc I | 2.3B | 15.40 | 3.64 | 9.70 | ||
Fidelity Global Grwth Clss Portf F8 | 1.87B | 20.46 | 7.91 | 9.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 27.27 | - | - | |
Apple | US0378331005 | 3.41 | 229.87 | +0.59% | |
JPMorgan | US46625H1005 | 3.16 | 248.55 | +1.55% | |
Microsoft | US5949181045 | 3.08 | 417.00 | +1.00% | |
Goldman Sachs | US38141G1040 | 3.08 | 602.78 | +1.12% |
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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