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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1045 | 1189 | 1168 | 1423 | 2272 |
Fund Return | 13.24% | 4.47% | 18.94% | 5.3% | 7.31% | 8.55% |
Place in category | 287 | 421 | 139 | 188 | 371 | 39 |
% in Category | 22 | 39 | 11 | 20 | 39 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentry US Gr and Incm Fund Sr F | 3.31B | 17.57 | 8.87 | 12.18 | ||
Sentry US Mon Incm Fund Sr B | 865.74M | 13.23 | 5.29 | 8.54 | ||
Sentry US Mon Incm Fund Sr F | 865.74M | 14.09 | 6.48 | 9.78 | ||
Sentry US Gr and Incm Cl Sr F | 406.28M | 17.69 | 8.90 | 12.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Gr Port Sr F | 17.31B | 12.38 | 4.15 | 7.57 | ||
RBC Sel Gr Port Sr A | 17.31B | 11.63 | 3.10 | 6.48 | ||
Dynamic Global Asset Allocation | 2.22B | 11.36 | 0.52 | 7.31 | ||
Dynamic Global Asset Alloc F | 2.22B | 12.23 | 1.69 | 8.60 | ||
Dynamic Global Asset Alloc I | 2.22B | 12.94 | 2.65 | 9.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 5.72 | 164.02 | +0.63% | |
Meta Platforms | US30303M1027 | 4.39 | 566.66 | -0.29% | |
Amazon.com | US0231351067 | 4.28 | 191.68 | -0.44% | |
KKR & Co | US48251W1045 | 4.27 | 131.69 | +0.01% | |
Brookfield | CA11271J1075 | 3.95 | 53.56 | +2.47% |
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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