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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1178 | 1105 | 1214 | 2209 | 2253 | 5920 |
| Fund Return | 17.79% | 10.52% | 21.41% | 30.23% | 17.64% | 19.46% |
| Place in category | 51 | 33 | 17 | 16 | 18 | 2 |
| % in Category | 6 | 4 | 2 | 2 | 3 | 1 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| CIBC US Index | 5.1B | 12.83 | 20.30 | 13.44 | ||
| CIBC US Index Premium Class | 5.1B | 13.57 | 21.17 | 14.31 | ||
| CIBC Nasdaq Index CAD | 4.62B | 16.95 | 29.20 | 18.46 | ||
| CIBC US Broad Market Index CAD | 3.01B | 12.71 | 19.83 | 12.92 | ||
| CIBC US Broad Market Index Prem CAD | 3.01B | 13.44 | 20.70 | 13.79 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| PH N US Multi Style All Cap Eq D | 10.22B | 10.83 | 20.03 | 12.90 | ||
| PH N US Multi Style All Cap Eq F | 10.22B | 11.07 | 20.31 | 13.18 | ||
| RBC Priv US Lg Cap Cr Eq Sr F CAD | 6.38B | 12.20 | 21.04 | 13.83 | ||
| DFA US Core Equity Class F CAD | 5.73B | 12.06 | 18.01 | 12.81 | ||
| CIBC US Index Premium Class | 5.1B | 13.57 | 21.17 | 14.31 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 9.47 | 183.69 | +1.49% | |
| Microsoft | US5949181045 | 8.46 | 484.92 | -0.21% | |
| Apple | US0378331005 | 7.75 | 270.97 | -0.99% | |
| Amazon.com | US0231351067 | 5.42 | 228.43 | +0.48% | |
| Broadcom | US11135F1012 | 5.17 | 341.45 | +0.32% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Sell | BUY | Strong Buy |
| Summary | Neutral | Buy | Strong Buy |
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