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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1046 | 1149 | 1195 | 1438 | 1936 |
Fund Return | 2.99% | 4.64% | 14.91% | 6.11% | 7.54% | 6.83% |
Place in category | 377 | 795 | 957 | 485 | 165 | 93 |
% in Category | 25 | 50 | 61 | 37 | 15 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio | 7.21B | 2.90 | 5.00 | 5.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 60.44B | 2.51 | 5.22 | 5.60 | ||
RBC Sel Bal Port Sr F CAD | 60.44B | 2.59 | 6.25 | 6.64 | ||
RBC Sel Bal Port Sr A CDA | 60.44B | 2.51 | 5.22 | 5.59 | ||
Fidelity Global Balanced Portf F5 | 18.43B | 3.77 | 8.91 | 7.31 | ||
Fidelity Global Balanced Portf F8 | 18.43B | 3.77 | 8.90 | 7.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 9.94 | - | - | |
BMO Government Bond ETF | - | 5.21 | - | - | |
BMO MSCI EAFE ETF | - | 4.92 | - | - | |
Canada (Government of) 1.5% | - | 3.33 | - | - | |
Mawer Canadian Equity Series O | - | 2.84 | - | - |
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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