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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1048 | 1140 | 1139 | 1364 | 1737 |
Fund Return | 9.29% | 4.81% | 13.99% | 4.44% | 6.4% | 5.68% |
Place in category | 120 | 73 | 128 | 81 | 95 | 45 |
% in Category | 29 | 25 | 34 | 22 | 25 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Bal Cl Port Sr F5 | 4.98B | 12.75 | 4.72 | 7.32 | ||
Fidelity Global Bal Cl Port Sr F8 | 4.98B | 12.75 | 4.72 | 7.34 | ||
Fidelity Global Balanced Cl F | 4.98B | 12.75 | 4.71 | 7.32 | ||
Fidelity Balanced Prv Pool F | 4.91B | 10.89 | 4.67 | 6.45 | ||
Fidelity Balanced Prv Pool F5 | 4.91B | 10.89 | 4.67 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Monthly Income Class F | 1.73B | 9.29 | 4.44 | 5.68 | ||
Fidelity Monthly Income Class F8 | 1.73B | 9.29 | 4.45 | 5.69 | ||
Mackenzie Strategic Income D | 1.72B | 9.77 | 4.56 | 5.59 | ||
Mackenzie Strategic Income Fund F | 1.72B | 9.90 | 4.81 | 5.93 | ||
Mackenzie Strategic Income Fund F8 | 1.72B | 9.91 | 4.82 | 5.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Gold | US4642852044 | 2.28 | 49.52 | +1.29% | |
United States Treasury Notes 3.625% | - | 1.75 | - | - | |
RBC | CA7800871021 | 1.55 | 121.92 | -0.93% | |
Alimentation Couche Tard | CA01626P1484 | 1.32 | 76.09 | +0.26% | |
MSCI EAFE Index Future Sept 24 | - | 1.29 | - | - |
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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