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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1280 | 1043 | 1386 | 1371 | 2049 | 3593 |
Fund Return | 27.98% | 4.27% | 38.58% | 11.09% | 15.42% | 13.64% |
Place in category | 218 | 372 | 356 | 310 | 229 | 137 |
% in Category | 14 | 34 | 24 | 37 | 27 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Dividend Fund Investor Sr CAD | 465M | 11.57 | 7.80 | 7.25 | ||
HSBC Dividend Fund Manager Sr CAD | 2.29M | 12.56 | 8.96 | 8.30 | ||
HSBC Dividend Fund Premium Sr CAD | 486.52M | 12.08 | 8.39 | 7.84 | ||
HSBC US Equity Fund Investor Sr CAD | 712.78M | 27.11 | 10.30 | 12.79 | ||
HSBC US Equity Fund Premium Sr CAD | 712.78M | 27.71 | 10.92 | 13.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 9.82B | 27.24 | 13.24 | 13.50 | ||
PH N US Multi Style All Cap Eq F | 9.82B | 27.49 | 13.52 | 13.78 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.27B | 17.07 | 2.99 | 13.33 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.27B | 18.07 | 3.98 | - | ||
DFA US Core Equity Class F CAD | 5.73B | 23.57 | 12.25 | 13.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.51 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 5.24 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 4.90 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 2.57 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.25 | 559.14 | -0.70% |
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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