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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1033 | 1225 | 1181 | 1427 | 2203 |
Fund Return | 11.96% | 3.25% | 22.45% | 5.71% | 7.37% | 8.22% |
Place in category | 198 | 399 | 121 | 331 | 361 | 71 |
% in Category | 19 | 47 | 13 | 35 | 53 | 17 |
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% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators Class F | 13.33B | 31.81 | 13.88 | - | ||
Capital Group Glbal Equity Fd F CAD | 13.23B | 14.67 | 3.92 | 11.29 | ||
Capital Group Glbal Equity Fd A CAD | 13.23B | 14.15 | 2.78 | 10.07 | ||
Capital Group Glbal Equity Fd D CAD | 13.23B | 14.51 | 3.57 | 10.80 | ||
Mawer Global Equity | 13.18B | 5.16 | 8.18 | 10.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.46 | 454.05 | +0.26% | |
Amazon.com | US0231351067 | 3.41 | 196.81 | -0.53% | |
Samsung Electronics Co | KR7005930003 | 3.29 | 81,500 | -0.12% | |
UnitedHealth | US91324P1021 | 2.88 | 500.53 | +2.90% | |
Berkshire Hathaway B | US0846707026 | 2.66 | 409.00 | +0.26% |
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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