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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1018 | 1126 | 1317 | 1761 | 3880 |
Fund Return | 3.82% | 1.81% | 12.55% | 9.61% | 11.98% | 14.52% |
Place in category | 1144 | 1163 | 1014 | 333 | 301 | 77 |
% in Category | 91 | 93 | 87 | 37 | 35 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Growth Portfolio Investors | 2.13B | 3.54 | 4.04 | - | ||
NBI US Equity Fund F | 1.75B | 4.25 | 10.98 | 16.01 | ||
NBI Global Equity Fund A | 1.21B | 6.82 | 7.61 | 11.50 | ||
NBI Global Equity Fund F | 1.21B | 7.32 | 9.26 | 13.20 | ||
NBI Equity Portfolio Investors | 856.01M | 5.21 | 5.47 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.76B | 11.57 | 11.78 | 13.04 | ||
PH N US Multi Style All Cap Eq F | 8.76B | 11.66 | 12.05 | 13.31 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.77B | 8.54 | 3.89 | 13.92 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.77B | 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 | US5949181045 | 9.28 | 415.13 | +0.23% | |
Alphabet A | US02079K3059 | 8.11 | 172.50 | +0.23% | |
AutoZone | US0533321024 | 6.73 | 2,769.94 | -0.09% | |
Moody’s | US6153691059 | 5.90 | 396.99 | +0.38% | |
Mastercard | US57636Q1040 | 5.34 | 447.07 | +1.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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