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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1034 | 1169 | 1197 | 1428 | 2455 |
Fund Return | 6.49% | 3.36% | 16.93% | 6.18% | 7.38% | 9.39% |
Place in category | 198 | 771 | 75 | 97 | 107 | 5 |
% in Category | 12 | 61 | 5 | 11 | 11 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentry US Gr and Incm Fund Sr F | 3.16B | 7.71 | 8.28 | 11.72 | ||
Sentry US Mon Incm Fund A | 804.42M | 6.10 | 5.00 | 8.18 | ||
Sentry US Mon Incm Fund Sr B | 804.42M | 6.10 | 4.99 | 8.17 | ||
Sentry US Gr and Incm Cl Sr F | 602.51M | 7.70 | 8.26 | 11.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Gr Port Sr F | 16.35B | 4.98 | 4.18 | 7.38 | ||
RBC Sel Gr Port Sr A | 16.35B | 4.63 | 3.13 | 6.29 | ||
Dynamic Global Asset Allocation | 2.27B | 7.27 | 2.65 | 6.99 | ||
Dynamic Global Asset Alloc F | 2.27B | 7.69 | 3.85 | 8.27 | ||
Dynamic Global Asset Alloc I | 2.27B | 8.03 | 4.83 | 9.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 6.47 | 173.96 | +0.21% | |
Amazon.com | US0231351067 | 4.62 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 4.06 | 466.83 | +0.05% | |
Mastercard | US57636Q1040 | 4.02 | 447.07 | +1.12% | |
Visa A | US92826C8394 | 3.67 | 272.46 | +0.43% |
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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