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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1030 | 1089 | 1080 | 1272 | 1584 |
Fund Return | 3.03% | 3.03% | 8.91% | 2.6% | 4.92% | 4.7% |
Place in category | 63 | 63 | 27 | 51 | 7 | 8 |
% in Category | 17 | 17 | 10 | 18 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Conserv Balanced Portf F1 | 5.83B | 3.30 | 3.56 | 5.69 | ||
Compass Conservative Portfolio F1 | 1.83B | 2.18 | 2.69 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Very Conserv Port Sr F CAD | 12.59B | 1.97 | 1.46 | 3.83 | ||
Compass Conserv Balanced Portf F1 | 5.83B | 3.30 | 3.56 | 5.69 | ||
TD Mgd Income Portfolio P | 4.69B | 1.95 | 0.24 | 2.91 | ||
TD Mgd Income Portfolio I | 4.69B | 1.95 | -0.00 | 2.62 | ||
Fidelity Bal Incm PrvPool Cl S8 CAD | 38.05M | 4.11 | 2.38 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 6.89 | - | - | |
BMO Government Bond ETF | - | 5.54 | - | - | |
Mawer Canadian Money Market Series O | - | 3.70 | - | - | |
BMO MSCI EAFE ETF | - | 3.46 | - | - | |
Canadian Commercial Mortgage O Ccmot6 | - | 3.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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