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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1117 | 985 | 1117 | 1213 | 1425 | 2044 |
Fund Return | 11.74% | -1.49% | 11.74% | 6.65% | 7.33% | 7.41% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 5.73B | 29.97 | 12.02 | 13.14 | ||
DFA International Core Equity Class | 3.48B | 12.45 | 5.10 | 7.16 | ||
DFA International Vector Equity Cla | 1.22B | 13.25 | 6.09 | 7.28 | ||
DFA Global Real Estate Securities A | 741.41M | 8.94 | -2.78 | 4.21 | ||
DFA Global Real Estate Securities F | 741.41M | 10.18 | -1.68 | 5.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity NorthStar Sr T8 | 4.23B | 20.80 | 8.83 | 7.65 | ||
Fidelity NorthStar Sr A CAD | 4.23B | 20.74 | 8.78 | 7.61 | ||
Fidelity NorthStar Sr B CAD | 4.23B | 21.06 | 9.08 | 7.87 | ||
Fidelity NorthStar Sr F CAD | 4.23B | 22.45 | 10.32 | 9.11 | ||
Fidelity NorthStar Sr F5 CAD | 4.23B | 22.46 | 10.33 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 1.03 | 55.25 | -0.09% | |
Shell ADR | US7802593050 | 0.67 | 65.08 | +0.56% | |
HSBC ADR | US4042804066 | 0.61 | 49.65 | +0.56% | |
Toyota Motor | JP3633400001 | 0.47 | 2,932.0 | -2.43% | |
Shell | GB00BP6MXD84 | 0.46 | 31.62 | +0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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