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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 987 | 1132 | 1078 | 1437 | 1523 |
Fund Return | 3.03% | -1.34% | 13.18% | 2.52% | 7.51% | 4.29% |
Place in category | 11 | 11 | 11 | 1 | 3 | 5 |
% in Category | 83 | 83 | 83 | 1 | 34 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CDSPI S P 500 Index BlackRock | 105.81M | 14.57 | 12.91 | 14.06 | ||
CDSPI Global Growth Capital | 73.89M | 14.08 | 2.65 | 9.98 | ||
CDSPI Common Stock Fiera Capital | 40.77M | 7.76 | 10.18 | 8.92 | ||
CDSPI Moderate Growth Portfolio CI | 23.7M | 8.92 | 4.90 | 6.40 | ||
CDSPI Conservative Growth Portfolio | 18.72M | 7.89 | 4.01 | 5.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentry Small Mid Cap Income Fund Se | 1.12B | 5.74 | 2.06 | 6.74 | ||
Dynamic Small Business Series G | 803.86M | 0.88 | -1.94 | 3.26 | ||
Dynamic Small Business Series I | 803.86M | 1.81 | 0.22 | 5.58 | ||
Dynamic Small Business Fund Ser IP | 803.86M | 1.81 | 0.22 | 5.47 | ||
Dynamic Small Business Fund Ser FI | 803.86M | 1.33 | -0.91 | 4.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mainstreet Equity | CA5609151009 | 4.61 | 163.65 | -0.57% | |
Heroux-Devtek Inc. | CA42774L1094 | 4.48 | 25.61 | +1.47% | |
EQB Inc | CA26886R1047 | 3.78 | 91.99 | +1.51% | |
goeasy | CA3803551074 | 3.59 | 198.00 | +2.06% | |
Topaz | CA89055A2039 | 3.48 | 23.97 | -0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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