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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1011 | 1063 | 1062 | 1268 | 1601 |
Fund Return | 1.19% | 1.14% | 6.28% | 2.01% | 4.86% | 4.82% |
Place in category | 77 | 83 | 20 | 41 | 5 | 4 |
% in Category | 19 | 21 | 6 | 16 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Conserv Balanced Portf F1 | 5.88B | 2.03 | 2.72 | 5.48 | ||
Compass Conservative Balanced Portf | 5.88B | 1.69 | 1.76 | 4.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 12.71B | 0.17 | 0.54 | 3.61 | ||
Compass Conserv Balanced Portf F1 | 5.88B | 2.03 | 2.72 | 5.48 | ||
Compass Conservative Balanced Portf | 5.88B | 1.69 | 1.76 | 4.50 | ||
TD Mgd Income Portfolio P | 4.72B | -0.28 | -0.81 | 2.65 | ||
TD Mgd Income Portfolio I | 4.72B | -0.35 | -1.08 | 2.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Government Bond ETF | - | 6.80 | - | - | |
Mawer International Equity Series O | - | 4.86 | - | - | |
Mawer Canadian Equity Series O | - | 4.81 | - | - | |
Canada (Government of) 0.5% | - | 3.62 | - | - | |
Canadian Commercial Mortgage O Ccmot6 | - | 3.51 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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