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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 955 | 1091 | 950 | 1120 | 1726 |
Fund Return | 9.15% | -4.52% | 9.15% | -1.7% | 2.3% | 5.61% |
Place in category | 17 | 10 | 17 | 7 | 14 | 17 |
% in Category | 16 | 8 | 16 | 4 | 12 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators Class F | 16.83B | 60.55 | 18.32 | - | ||
Fidelity Canadian Growth Comp Sr A | 12.21B | 35.60 | 12.30 | 13.69 | ||
Fidelity Canadian Growth Comp Sr F | 12.21B | 37.48 | 13.85 | 15.24 | ||
Fidelity Canadian Growth Comp Sr B | 12.21B | 35.91 | 12.56 | 13.93 | ||
Fidelity Global Growth Portfolio F5 | 8.99B | 25.01 | 8.95 | 10.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities A | 741.41M | 8.94 | -2.78 | 4.21 | ||
DFA Global Real Estate Securities F | 741.41M | 10.18 | -1.68 | 5.39 | ||
United Real Estate Invest Corp W | 424.36M | 9.60 | -2.20 | 6.11 | ||
United Real Estate Invest Corp E | 424.36M | 6.96 | -4.55 | 3.60 | ||
United Real Estate Invest Corp F | 424.36M | 7.39 | -4.17 | 4.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.33 | 120.65 | +1.24% | |
Equinix | US29444U7000 | 5.51 | 922.13 | +1.53% | |
Public Storage | US74460D1090 | 4.28 | 298.05 | +1.29% | |
Welltower | US95040Q1040 | 4.25 | 137.18 | +1.67% | |
Ventas | US92276F1003 | 3.75 | 60.16 | +0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Buy | Strong Sell | Strong Sell |
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