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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1069 | 1212 | 1076 | 1298 | 1905 |
Fund Return | 17.4% | 6.86% | 21.24% | 2.47% | 5.36% | 6.66% |
Place in category | 38 | 12 | 37 | 35 | 27 | 14 |
% in Category | 88 | 31 | 85 | 94 | 92 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 59.05B | 15.29 | 4.31 | 5.91 | ||
RBC Sel Bal Port Sr F CAD | 59.05B | 16.33 | 5.33 | 6.96 | ||
RBC Sel Bal Port Sr A CDA | 59.05B | 15.29 | 4.31 | 5.91 | ||
RBC Sel Conservative Port Sr F CAD | 39.52B | 11.98 | 4.02 | 5.40 | ||
RBC Balanced Sr D | 4.74B | 15.81 | 5.48 | 6.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity ClearPath 2040 Port Series | 42.28M | 20.25 | 7.22 | 8.74 | ||
Fidelity ClearPath 2045 Port Series | 29.94M | 22.79 | 8.34 | 9.11 | ||
Primerica Asset Builder V | 825.99M | 16.50 | 5.13 | 4.96 | ||
Primerica Asset Builder VI | 364.71M | 17.27 | 5.29 | 5.18 | ||
Finl BlackRock LifePath 2055 Index | 274.99M | 26.36 | 10.28 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PH&N U.S. Equity Fund O | - | 14.30 | - | - | |
PH&N Canadian Equity Underlying O | - | 12.70 | - | - | |
PH&N Canadian Equity Value Fund O | - | 11.42 | - | - | |
RBC QUBE Global Equity O | - | 9.58 | - | - | |
RBC Global Equity Leaders O | - | 9.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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