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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1123 | 1269 | 1426 | 1896 | 3344 |
Fund Return | 12.25% | 12.25% | 26.95% | 12.57% | 13.65% | 12.83% |
Place in category | 587 | 587 | 653 | 266 | 307 | 171 |
% in Category | 45 | 45 | 55 | 28 | 35 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.05B | 6.06 | 4.74 | 6.39 | ||
DFA International Vector Equity Cl | 1.08B | 6.99 | 7.32 | 7.20 | ||
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% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.47B | 14.28 | 13.71 | 13.16 | ||
PH N US Multi Style All Cap Eq F | 8.47B | 14.35 | 13.98 | 13.44 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.82B | 13.81 | 7.28 | 14.13 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.82B | 14.09 | 8.24 | - | ||
RBC Priv US Lg Cap Cr Eq Sr F CAD | 4.91B | 14.00 | 14.12 | 14.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.79 | 406.32 | +1.82% | |
Apple | US0378331005 | 4.75 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 2.69 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 1.98 | 179.62 | +3.43% | |
Exxon Mobil | US30231G1022 | 1.41 | 117.86 | -2.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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