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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1073 | 1197 | 1184 | 1396 | 1795 |
Fund Return | 11.8% | 7.28% | 19.68% | 5.79% | 6.9% | 6.02% |
Place in category | 106 | 42 | 128 | 75 | 64 | 50 |
% in Category | 26 | 20 | 36 | 24 | 16 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Bal Cl Port Sr F5 | 5.14B | 15.29 | 6.35 | 7.62 | ||
Fidelity Global Bal Cl Port Sr F8 | 5.14B | 15.29 | 6.36 | 7.64 | ||
Fidelity Global Balanced Cl F | 5.14B | 15.29 | 6.35 | 7.62 | ||
Fidelity Balanced Prv Pool F5 | 5B | 13.26 | 6.21 | 6.79 | ||
Fidelity Balanced Prv Pool F8 | 5B | 13.25 | 6.21 | 6.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Monthly Income Class F5 | 1.75B | 11.80 | 5.79 | 6.03 | ||
Fidelity Monthly Income Class F8 | 1.75B | 11.80 | 5.80 | 6.04 | ||
Mackenzie Strategic Income D | 1.74B | 11.82 | 5.64 | 5.99 | ||
Mackenzie Strategic Income Fund F | 1.74B | 11.98 | 5.88 | 6.33 | ||
Mackenzie Strategic Income Fund F8 | 1.74B | 11.98 | 5.89 | 6.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Gold | US4642852044 | 2.28 | 51.37 | +1.04% | |
United States Treasury Notes 3.625% | - | 1.75 | - | - | |
RBC | CA7800871021 | 1.55 | 126.05 | -0.33% | |
Alimentation Couche Tard | CA01626P1484 | 1.32 | 73.73 | -0.03% | |
MSCI EAFE Index Future Sept 24 | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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