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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1068 | 1133 | 1279 | 1498 | 2670 |
Fund Return | 8.83% | 6.85% | 13.33% | 8.54% | 8.42% | 10.32% |
Place in category | 590 | 376 | 990 | 460 | 684 | 355 |
% in Category | 47 | 28 | 86 | 49 | 82 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sun Life MFS Intl Value A T5 | 2.17B | 8.18 | 2.01 | 7.10 | ||
Sun Life MFS Intl Value A T8 | 2.17B | 8.17 | 1.98 | 7.10 | ||
Sun Life MFS International Value A | 2.17B | 8.18 | 2.03 | 7.12 | ||
Sun Life MFS International Value F | 2.17B | 8.61 | 3.23 | 8.35 | ||
Sun Life Granite Bal Gr Portfolio F | 1.66B | 3.57 | 2.42 | 6.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.74B | 11.57 | 11.78 | 13.04 | ||
PH N US Multi Style All Cap Eq F | 8.74B | 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 % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.81 | - | - | |
Progressive Corp | - | 3.37 | - | - | |
The Cigna Group | - | 3.18 | - | - | |
ConocoPhillips | - | 2.74 | - | - | |
McKesson Corp | - | 2.53 | - | - |
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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