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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1015 | 1073 | 1097 | 1272 | 1744 |
Fund Return | 1.79% | 1.54% | 7.34% | 3.14% | 4.93% | 5.72% |
Place in category | 1212 | 1239 | 611 | 414 | 325 | 168 |
% in Category | 77 | 77 | 44 | 35 | 30 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Balanced Portfolio Fund Ser | 1.15B | 1.79 | 3.14 | 5.72 | ||
Counsel Regular Pay Portfolio I | 369.59M | 1.09 | 4.22 | 5.38 | ||
Counsel Regular Pay Portfolio TI | 369.59M | 1.09 | 4.22 | 5.38 | ||
Counsel Regular Pay Portfolio D | 369.59M | 0.80 | 3.28 | 4.30 | ||
Counsel Managed Portfolio Series I | 49.46M | 4.90 | 4.20 | 4.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 53.35B | 3.30 | 2.22 | 5.39 | ||
RBC Sel Bal Port Sr F CAD | 53.35B | 3.64 | 3.21 | 6.43 | ||
RBC Sel Bal Port Sr A CDA | 53.35B | 3.30 | 2.21 | 5.39 | ||
Fidelity Global Balanced Portfol B | 14.84B | 6.22 | 3.73 | 5.83 | ||
Fidelity Global Balanced Portf F5 | 14.84B | 6.63 | 4.91 | 7.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Counsel Fixed Income Sr O | - | 38.51 | - | - | |
IPC Multi-Factor US Equity O | - | 12.70 | - | - | |
Counsel Global Small Cap Sr A | - | 6.75 | - | - | |
Counsel US Growth Equity O | - | 6.55 | - | - | |
IPC Multi-Factor International Equity O | - | 6.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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