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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1039 | 1288 | 1443 | 1858 | 2840 |
Fund Return | 13.25% | 3.87% | 28.76% | 13.02% | 13.19% | 11% |
Place in category | 344 | 269 | 239 | 69 | 167 | 166 |
% in Category | 54 | 35 | 27 | 7 | 22 | 40 |
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% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 9.05B | 16.16 | 13.74 | 13.43 | ||
PH N US Multi Style All Cap Eq F | 9.05B | 16.27 | 14.01 | 13.70 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.73B | 12.07 | 7.05 | - | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.73B | 11.58 | 6.07 | 13.87 | ||
RBC Priv US Lg Cap Cr Eq Sr F CAD | 5.38B | 16.88 | 14.48 | 14.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.94 | - | - | |
Broadcom Inc | - | 5.90 | - | - | |
GE Aerospace | - | 4.61 | - | - | |
Meta Platforms Inc Class A | - | 4.16 | - | - | |
Amazon.com Inc | - | 3.53 | - | - |
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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