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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1007 | 1091 | 1042 | 1302 | 1709 |
Fund Return | 1.79% | 0.71% | 9.13% | 1.38% | 5.42% | 5.51% |
Place in category | 109 | 270 | 187 | 99 | 154 | 33 |
% in Category | 6 | 16 | 13 | 8 | 13 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 53.35B | 3.30 | 2.22 | 5.39 | ||
RBC Sel Bal Port Sr F CAD | 53.35B | 3.64 | 3.21 | 6.43 | ||
RBC Sel Bal Port Sr A CDA | 53.35B | 3.30 | 2.21 | 5.39 | ||
RBC Sel Conservative Port Sr F CAD | 37.07B | 1.77 | 2.18 | 4.93 | ||
RBC Balanced Sr F | 4.55B | 2.45 | 3.42 | 5.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 53.35B | 3.30 | 2.22 | 5.39 | ||
RBC Sel Bal Port Sr F CAD | 53.35B | 3.64 | 3.21 | 6.43 | ||
RBC Sel Bal Port Sr A CDA | 53.35B | 3.30 | 2.21 | 5.39 | ||
Fidelity Global Balanced Portf F5 | 14.84B | 6.63 | 4.91 | 7.03 | ||
Fidelity Global Balanced Portf F8 | 14.84B | 6.62 | 4.90 | 7.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.17 | 415.13 | +0.23% | |
Apple | US0378331005 | 2.55 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 2.45 | 1,096.33 | -0.82% | |
United States Treasury Bonds 1.88% | - | 2.30 | - | - | |
Alphabet A | US02079K3059 | 2.12 | 172.50 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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