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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1053 | 1141 | 1082 | 1301 | 1700 |
Fund Return | 10.52% | 5.31% | 14.08% | 2.67% | 5.41% | 5.45% |
Place in category | 409 | 108 | 632 | 638 | 534 | 260 |
% in Category | 27 | 7 | 44 | 50 | 46 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mackenzie Global Strat Incm T5 | 2.2B | 10.51 | 2.65 | 5.43 | ||
Mackenzie Global Strat Incm F | 2.2B | 11.55 | 4.10 | 6.84 | ||
Mackenzie Global Strat Incm PW | 2.2B | 10.72 | 2.96 | 5.70 | ||
Symmetry Balanced Portfolio PWX | 2.1B | 10.09 | 4.72 | 6.43 | ||
Symmetry Moderate Growth Port PWX | 1.76B | 10.60 | 3.38 | 6.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr A | 56.72B | 10.00 | 2.42 | 5.60 | ||
RBC Sel Bal Port Sr F | 56.72B | 10.72 | 3.43 | 6.64 | ||
CI Signature Glbl Incm Grwth F | 9.46B | 11.43 | 3.94 | 7.64 | ||
CI Signature Glbl Incm Grwth A | 9.46B | 10.61 | 2.79 | 6.44 | ||
Fidelity Global Bal Cl Port Sr F5 | 4.98B | 12.75 | 4.72 | 7.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.90 | 431.34 | -0.18% | |
United States Treasury Notes 3.5% | - | 2.61 | - | - | |
Apple | US0378331005 | 2.29 | 227.52 | +0.51% | |
United States Treasury Bonds 0.13781% | - | 1.91 | - | - | |
Amazon.com | US0231351067 | 1.67 | 191.16 | -0.71% |
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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