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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 994 | 1212 | 1058 | 1336 | 1602 |
Fund Return | 5.99% | -0.57% | 21.24% | 1.89% | 5.96% | 4.82% |
Place in category | 552 | 275 | 461 | 267 | 334 | 223 |
% in Category | 78 | 40 | 73 | 48 | 55 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.77B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.72B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.56B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.25B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard Total Intl Stock Index Adm | 79.67B | 8.18 | 1.45 | 4.94 | ||
Fidelity International Index Inst | 52.9B | 6.96 | 2.81 | 5.35 | ||
Fidelity Series Global ex US Index | 48.18B | 8.52 | 1.64 | 4.77 | ||
Vanguard Total Intl Stock Index I | 43.79B | 8.23 | 1.49 | 4.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P TSX 60 Index Future Dec 24 | - | 4.47 | - | - | |
Spi 200 Index Futures | - | 3.78 | - | - | |
Topix Index Futures | - | 2.87 | - | - | |
Novo Nordisk B | DK0062498333 | 1.74 | 748.9 | -3.23% | |
Schneider Electric | FR0000121972 | 1.41 | 238.65 | -4.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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