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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1156 | 1047 | 1219 | 1309 | 1632 | 2903 |
Fund Return | 15.61% | 4.66% | 21.89% | 9.4% | 10.29% | 11.25% |
Place in category | 571 | 249 | 645 | 430 | 455 | 158 |
% in Category | 83 | 30 | 94 | 61 | 81 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Empire Elite Equity Class A | 1.32B | 13.85 | 7.22 | 6.81 | ||
Empire Elite Equity Class B | 1.32B | 13.84 | 7.21 | 6.80 | ||
Empire Elite Equity Class C | 1.32B | 13.53 | 6.81 | 6.37 | ||
Empire Elite Equity Class D | 1.32B | 14.78 | 8.39 | 7.99 | ||
Empire Elite Equity Class E | 1.32B | 14.38 | 7.92 | 7.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq F | 9.65B | 25.16 | 14.27 | 13.97 | ||
PH N US Multi Style All Cap Eq D | 9.65B | 24.94 | 14.00 | 13.69 | ||
TD U.S. Blue Chip Equity Fund I CAD | 5.24B | 16.67 | 3.96 | 13.70 | ||
TD U.S. Blue Chip Equity Fund D CAD | 5.24B | 17.58 | 4.95 | - | ||
DFA US Core Equity Class F CAD | 5.73B | 21.12 | 12.75 | 13.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.81 | 432.53 | +0.13% | |
Amazon.com | US0231351067 | 4.30 | 192.73 | +1.00% | |
Elevance Health | US0367521038 | 3.68 | 410.76 | +0.05% | |
Mastercard | US57636Q1040 | 3.27 | 513.69 | +1.46% | |
PNC Financial | US6934751057 | 3.06 | 190.22 | +1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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