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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1302 | 1079 | 1302 | 1302 | 1676 | 2620 |
Fund Return | 30.2% | 7.91% | 30.2% | 9.2% | 10.87% | 10.11% |
Place in category | 567 | 457 | 567 | 541 | 652 | 395 |
% in Category | 47 | 41 | 47 | 54 | 76 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Invst Glbl Eq Sr B | 1.23B | 22.96 | 8.63 | 10.31 | ||
Russell Invst Glbl Eq Sr F | 1.23B | 24.55 | 10.04 | 11.76 | ||
Russell Invst Glbl Infra Sr F | 1.17B | 19.06 | 8.81 | 7.60 | ||
Russell Invst Glbl Infra Sr B | 1.12B | 17.76 | 7.62 | 6.42 | ||
Russell Invst US Eq Sr F | 421.71M | 30.65 | 10.45 | 12.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.03B | 21.76 | 4.33 | 13.39 | ||
TD U.S. Blue Chip Equity Fund D USD | 6.03B | 22.99 | 5.34 | - | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 6B | 34.66 | 13.63 | 14.27 | ||
DFA US Core Equity Class F | 5.73B | 29.97 | 12.02 | 13.14 | ||
AGF American Growth Class USD | 4.16B | 40.10 | 13.31 | 15.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.04 | 236.00 | -0.67% | |
Microsoft | US5949181045 | 7.02 | 415.06 | +0.02% | |
NVIDIA | US67066G1040 | 6.34 | 120.07 | -3.67% | |
Amazon.com | US0231351067 | 4.44 | 237.68 | +1.30% | |
Alphabet A | US02079K3059 | 2.28 | 204.02 | +1.57% |
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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