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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1026 | 1137 | 1065 | 1368 | 1741 |
Fund Return | 5.21% | 2.56% | 13.69% | 2.14% | 6.46% | 5.7% |
Place in category | 100 | 308 | 240 | 77 | 166 | 26 |
% in Category | 5 | 17 | 17 | 6 | 15 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr F | 54.02B | 6.32 | 3.89 | 6.60 | ||
RBC Sel Bal Port Sr A | 54.02B | 5.89 | 2.88 | 5.56 | ||
RBC Sel Conservative Port Sr F | 37.43B | 4.02 | 2.70 | 5.07 | ||
RBC US Mon Income Ser I | 1.44B | 5.30 | 2.37 | 5.98 | ||
RBC US Mon Income Sr A | 1.44B | 4.91 | 1.46 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr F | 54.02B | 6.32 | 3.89 | 6.60 | ||
RBC Sel Bal Port Sr A | 54.02B | 5.89 | 2.88 | 5.56 | ||
CI Signature Glbl Incm Grwth F | 9.31B | 6.99 | 4.42 | 7.36 | ||
CI Signature Glbl Incm Grwth A | 9.31B | 6.50 | 3.27 | 6.18 | ||
Fidelity Balanced Prv Pool F | 4.76B | 7.29 | 5.00 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.49 | 442.57 | +0.22% | |
Apple | US0378331005 | 3.22 | 212.49 | -0.82% | |
United States Treasury Notes 4.25% | - | 2.58 | - | - | |
United States Treasury Bonds 1.88% | - | 2.32 | - | - | |
Alphabet A | US02079K3059 | 2.30 | 176.79 | +0.93% |
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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