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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1054 | 1144 | 1091 | 1320 | 1742 |
Fund Return | 10.73% | 5.39% | 14.41% | 2.96% | 5.71% | 5.71% |
Place in category | 347 | 89 | 545 | 553 | 443 | 214 |
% in Category | 24 | 6 | 39 | 44 | 39 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mackenzie Global Strat Incm PW CAD | 2.2B | 10.72 | 2.96 | 5.70 | ||
Mackenzie Global Strat Incm A CAD | 2.2B | 10.52 | 2.67 | 5.45 | ||
Mackenzie Global Strat Incm T5 CAD | 2.2B | 10.51 | 2.65 | 5.43 | ||
Mackenzie Global Strat Incm B | 2.2B | 10.54 | 2.69 | 5.46 | ||
Mackenzie Global Strat Incm F CAD | 2.2B | 11.55 | 4.10 | 6.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 56.72B | 10.00 | 2.43 | 5.60 | ||
RBC Sel Bal Port Sr F CAD | 56.72B | 10.72 | 3.43 | 6.64 | ||
RBC Sel Bal Port Sr A CDA | 56.72B | 10.00 | 2.42 | 5.60 | ||
Fidelity Global Balanced Portf F8 | 16.18B | 12.73 | 4.77 | 7.35 | ||
Fidelity Global Balanced Portf F | 16.18B | 12.74 | 4.78 | 7.36 |
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 | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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