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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1015 | 1200 | 1037 | 1255 | 1558 |
Fund Return | 9.45% | 1.49% | 20.01% | 1.22% | 4.65% | 4.53% |
Place in category | 1236 | 1251 | 779 | 1277 | 802 | 447 |
% in Category | 80 | 80 | 52 | 94 | 71 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.35B | 10.57 | 1.85 | 4.69 | ||
Balanced Low Volatility Portfolio | 3.54B | 8.14 | 2.15 | 3.58 | ||
Balanced Low Volatility Portfolio C | 3.54B | 8.21 | 2.24 | 3.68 | ||
Balanced Low Volatility Portfolio F | 3.54B | 9.08 | 3.23 | 4.67 | ||
Balanced Low Volatility Portfol R5 | 3.54B | 8.09 | 2.47 | 3.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 58.66B | 11.98 | 3.43 | 5.81 | ||
RBC Sel Bal Port Sr F CAD | 58.66B | 12.90 | 4.44 | 6.85 | ||
RBC Sel Bal Port Sr A CDA | 58.66B | 11.98 | 3.42 | 5.80 | ||
Fidelity Global Balanced Portf F5 | 16.87B | 15.77 | 6.00 | 7.55 | ||
Fidelity Global Balanced Portf F8 | 16.87B | 15.76 | 5.99 | 7.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 17.99 | - | - | |
Desjardins Canadian Equity Income F | - | 12.08 | - | - | |
Desjardins Global Equity I | - | 8.82 | - | - | |
Desjardins Global Equity Growth I | - | 8.38 | - | - | |
Desjardins Global Dividend I | - | 7.03 | - | - |
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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