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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1070 | 1178 | 1236 | 1474 | 2004 |
Fund Return | 6.99% | 6.99% | 17.81% | 7.32% | 8.07% | 7.2% |
Place in category | 98 | 98 | 82 | 32 | 83 | 41 |
% in Category | 40 | 40 | 32 | 14 | 39 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 4.95B | 12.25 | 12.57 | 12.83 | ||
DFA International Core Equity Class | 3.05B | 6.06 | 4.74 | 6.39 | ||
DFA International Vector Equity Cla | 1.08B | 6.21 | 5.50 | 6.34 | ||
DFA Global Real Estate Securities A | 620.76M | 0.23 | 1.28 | 5.11 | ||
DFA Global Real Estate Securities F | 620.76M | 0.50 | 2.42 | 6.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity NorthStar Sr F8 CAD | 4.13B | 9.34 | 7.66 | 8.73 | ||
Fidelity NorthStar Sr S5 | 4.13B | 9.03 | 6.45 | 7.49 | ||
Fidelity NorthStar Sr S8 | 4.13B | 9.03 | 6.43 | 7.48 | ||
Fidelity NorthStar Sr T5 | 4.13B | 8.96 | 6.15 | 7.24 | ||
Fidelity NorthStar Sr T8 | 4.13B | 8.98 | 6.21 | 7.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 1.19 | 66.88 | -0.28% | |
Shell ADR | US7802593050 | 0.70 | 72.97 | +0.27% | |
Samsung Electronics Co | KR7005930003 | 0.66 | 81,300 | 0.00% | |
Toyota Motor | JP3633400001 | 0.61 | 3,579.0 | -0.56% | |
HSBC ADR | US4042804066 | 0.59 | 44.98 | +0.45% |
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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