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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1056 | 1306 | 1148 | 1765 | 4211 |
Fund Return | 9.02% | 5.63% | 30.57% | 4.71% | 12.04% | 15.46% |
Place in category | 556 | 648 | 206 | 844 | 290 | 44 |
% in Category | 44 | 51 | 14 | 86 | 34 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.35B | 4.91 | 5.68 | - | ||
Canadian Equity C | 2.35B | 4.88 | 5.72 | - | ||
Canadian Equity F | 2.35B | 5.35 | 7.04 | - | ||
American Equity Growth | 2.32B | 8.59 | 3.46 | 14.02 | ||
American Equity Growth C | 2.32B | 8.63 | 3.56 | 14.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.84B | 11.57 | 11.78 | 13.04 | ||
PH N US Multi Style All Cap Eq F | 8.84B | 11.66 | 12.05 | 13.31 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.93B | 8.54 | 3.89 | 13.92 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.93B | 8.91 | 4.84 | - | ||
DFA US Core Equity Class F CAD | 4.95B | 8.76 | 10.61 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.39 | 430.52 | +0.35% | |
Alphabet C | US02079K1079 | 6.89 | 178.00 | -0.86% | |
NVIDIA | US67066G1040 | 6.77 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 6.38 | 183.13 | -0.01% | |
Apple | US0378331005 | 5.39 | 190.90 | -0.75% |
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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