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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1077 | 1164 | 1224 | 1439 | 2017 |
Fund Return | 7.59% | 7.73% | 16.41% | 6.96% | 7.55% | 7.27% |
Place in category | 25 | 22 | 54 | 23 | 76 | 27 |
% in Category | 12 | 13 | 20 | 12 | 31 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity Class F CAD | 4.95B | 8.76 | 10.61 | 12.59 | ||
DFA International Core Equity Class | 3.05B | 6.00 | 4.49 | 6.37 | ||
DFA International Vector Equity Cla | 1.08B | 6.84 | 5.43 | 6.41 | ||
DFA Global Real Estate Securities A | 620.76M | -5.33 | -2.07 | 4.23 | ||
DFA Global Real Estate Securities F | 620.76M | -4.97 | -0.97 | 5.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity NorthStar Sr S5 | 4.01B | 6.91 | 5.61 | 7.21 | ||
Fidelity NorthStar Sr S8 | 4.01B | 6.91 | 5.59 | 7.20 | ||
Fidelity NorthStar Sr T5 | 4.01B | 6.81 | 5.31 | 6.96 | ||
Fidelity NorthStar Sr T8 | 4.01B | 6.84 | 5.37 | 6.99 | ||
Fidelity NorthStar Sr A CAD | 4.01B | 6.82 | 5.33 | 6.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 1.13 | 66.95 | +0.74% | |
Toyota Motor | JP3633400001 | 0.70 | 3,436.0 | +2.51% | |
Shell ADR | US7802593050 | 0.67 | 71.92 | +0.24% | |
Samsung Electronics Co | KR7005930003 | 0.65 | 77,400 | -1.02% | |
HSBC ADR | US4042804066 | 0.56 | 44.53 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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