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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1016 | 1089 | 1108 | 1351 | 1665 |
Fund Return | 4.74% | 1.63% | 8.93% | 3.47% | 6.21% | 5.23% |
Place in category | 285 | 329 | 473 | 296 | 254 | 237 |
% in Category | 38 | 48 | 69 | 55 | 42 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.21B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.06B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.48B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 2.22 | 3.99 | 7.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P TSX 60 Index Future Dec 24 | - | 4.87 | - | - | |
Spi 200 Index Futures | - | 3.84 | - | - | |
Topix Index Futures | - | 2.42 | - | - | |
Novo Nordisk B | DK0062498333 | 1.72 | 597.5 | +1.79% | |
Taiwan Semiconductor | US8740391003 | 1.45 | 200.95 | -0.88% |
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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