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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1134 | 1011 | 1192 | 1045 | 1245 | 2024 |
Fund Return | 13.39% | 1.08% | 19.18% | 1.48% | 4.47% | 7.31% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Global Dividend Series F | 5.26B | 18.36 | 2.74 | 11.08 | ||
Dynamic Global Dividend Series I | 5.26B | 19.35 | 3.76 | 12.24 | ||
Dynamic Global Dividend Series T | 5.26B | 17.31 | 1.64 | 9.84 | ||
Dynamic Global Dividend | 5.26B | 17.27 | 1.61 | 9.81 | ||
Dynamic Global Asset Alloc F | 2.29B | 14.49 | 2.66 | 8.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Gr Port Sr F | 17.84B | 14.95 | 5.25 | 7.83 | ||
RBC Sel Gr Port Sr A | 17.84B | 13.98 | 4.19 | 6.74 | ||
Dynamic Global Asset Alloc F | 2.29B | 14.49 | 2.66 | 8.59 | ||
Dynamic Global Asset Alloc I | 2.29B | 15.40 | 3.64 | 9.70 | ||
Fidelity Global Grwth Clss Portf F5 | 1.83B | 20.50 | 7.94 | 9.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 27.27 | - | - | |
Apple | US0378331005 | 3.41 | 225.12 | +0.40% | |
JPMorgan | US46625H1005 | 3.16 | 241.16 | +0.67% | |
Microsoft | US5949181045 | 3.08 | 425.20 | +0.51% | |
Goldman Sachs | US38141G1040 | 3.08 | 594.22 | +0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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