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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 1044 | 1206 | 1269 | 1549 | 2617 |
Fund Return | 14.71% | 4.38% | 20.62% | 8.27% | 9.15% | 10.1% |
Place in category | 626 | 288 | 671 | 512 | 526 | 214 |
% in Category | 90 | 33 | 98 | 75 | 89 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Empire Elite Equity Class A | 1.32B | 13.85 | 7.22 | 6.81 | ||
Empire Elite Equity Class B | 1.32B | 13.84 | 7.21 | 6.80 | ||
Empire Elite Equity Class C | 1.32B | 13.53 | 6.81 | 6.37 | ||
Empire Elite Equity Class D | 1.32B | 14.78 | 8.39 | 7.99 | ||
Empire Elite Equity Class E | 1.32B | 14.38 | 7.92 | 7.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 9.65B | 24.94 | 14.00 | 13.69 | ||
PH N US Multi Style All Cap Eq F | 9.65B | 25.16 | 14.27 | 13.97 | ||
TD U.S. Blue Chip Equity Fund I CAD | 5.24B | 16.67 | 3.96 | 13.70 | ||
TD U.S. Blue Chip Equity Fund D CAD | 5.24B | 17.58 | 4.95 | - | ||
DFA US Core Equity Class F CAD | 5.73B | 21.12 | 12.75 | 13.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.81 | 409.05 | -5.43% | |
Amazon.com | US0231351067 | 4.30 | 186.53 | -3.22% | |
Elevance Health | US0367521038 | 3.68 | 411.03 | +0.06% | |
Mastercard | US57636Q1040 | 3.27 | 504.09 | -1.87% | |
PNC Financial | US6934751057 | 3.06 | 189.64 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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