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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1063 | 1248 | 1293 | 1741 | 3198 |
Fund Return | 11.44% | 6.31% | 24.77% | 8.94% | 11.73% | 12.33% |
Place in category | 295 | 484 | 414 | 413 | 333 | 201 |
% in Category | 18 | 38 | 32 | 43 | 39 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Dividend Fund Investor Sr CAD | 467.55M | 2.14 | 8.64 | 6.54 | ||
HSBC Dividend Fund Manager Sr CAD | 1.99M | 2.50 | 9.80 | 7.59 | ||
HSBC Dividend Fund Premium Sr CAD | 477.99M | 2.33 | 9.23 | 7.13 | ||
HSBC US Equity Fund Manager Sr CAD | 658.17M | 11.67 | 9.69 | 13.18 | ||
HSBC US Equity Fund Premium Sr CAD | 658.17M | 11.66 | 9.55 | 12.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq F | 8.78B | 11.66 | 12.05 | 13.31 | ||
PH N US Multi Style All Cap Eq D | 8.78B | 11.57 | 11.78 | 13.04 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.91B | 8.54 | 3.89 | 13.92 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.91B | 8.91 | 4.84 | - | ||
DFA US Core Equity Class F CAD | 4.95B | 8.76 | 10.61 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.84 | - | - | |
NVIDIA Corp | - | 4.80 | - | - | |
Apple Inc | - | 3.69 | - | - | |
Amazon.com Inc | - | 3.56 | - | - | |
Meta Platforms Inc Class A | - | 2.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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