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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1194 | 1056 | 1247 | 1269 | 1832 | 2934 |
Fund Return | 19.43% | 5.63% | 24.72% | 8.26% | 12.88% | 11.37% |
Place in category | 9 | 89 | 10 | 35 | 5 | 3 |
% in Category | 1 | 7 | 2 | 4 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Strategic Yield Sr F | 3.37B | 7.47 | 3.18 | 4.63 | ||
Dynamic Strategic Yield Sr I | 3.37B | 8.15 | 4.16 | 5.64 | ||
DynamicEdge Balanced Grwth Port IT | 1.19B | 9.80 | 1.77 | 7.62 | ||
DynamicEdge Balanced Grwth I CAD | 1.19B | 9.81 | 1.77 | 7.62 | ||
Dynamic Blue Chip Balanced F | 997.11M | 6.81 | 1.24 | 7.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CI Portfolio Series Balanced F T8 | 2.94B | 11.25 | 3.84 | 5.85 | ||
CI Portfolio Series Balanced F T5 | 2.94B | 11.23 | 3.82 | 5.84 | ||
CI Portfolio Series Balanced F | 2.94B | 11.20 | 3.81 | 5.84 | ||
PH N Balanced Pension Trust A | 2.12B | 11.10 | 3.42 | 6.93 | ||
PH N Balanced F | 1.47B | 10.55 | 2.61 | 6.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.98 | 123.93 | +0.34% | |
1832 AM Investment Grade US Corp Bd Pl I | - | 7.28 | - | - | |
Alphabet C | US02079K1079 | 6.62 | 164.02 | +0.63% | |
United States Treasury Notes 4.62% | - | 6.19 | - | - | |
Microsoft | US5949181045 | 5.92 | 430.25 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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