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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1095 | 1313 | 1425 | 1728 | 2555 |
Fund Return | 3.78% | 9.46% | 31.31% | 12.52% | 11.56% | 9.83% |
Place in category | 713 | 604 | 557 | 571 | 658 | 425 |
% in Category | 56 | 50 | 46 | 56 | 76 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Invst Glbl Eq Sr B | 1.19B | 5.04 | 11.57 | 10.04 | ||
Russell Invst Glbl Eq Sr F | 1.19B | 5.15 | 13.02 | 11.49 | ||
Russell Invst Glbl Infra Sr B | 1.18B | 3.52 | 9.44 | 5.81 | ||
Russell Invst Glbl Infra Sr F | 1.18B | 3.62 | 10.65 | 6.98 | ||
Russell Invst US Eq Sr F | 425.42M | 3.95 | 14.00 | 12.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 5.78B | 4.53 | 9.85 | 12.83 | ||
TD U.S. Blue Chip Equity Fund D USD | 5.78B | 4.65 | 10.93 | - | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 5.96B | 4.18 | 16.85 | 13.99 | ||
DFA US Core Equity Class F | 5.73B | 4.22 | 15.40 | 12.98 | ||
AGF American Growth Class USD | 4.18B | 6.38 | 17.78 | 15.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.04 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 7.02 | 408.43 | -0.51% | |
NVIDIA | US67066G1040 | 6.34 | 138.85 | +2.63% | |
Amazon.com | US0231351067 | 4.44 | 228.68 | -0.73% | |
Alphabet A | US02079K3059 | 2.28 | 185.23 | -0.49% |
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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