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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1271 | 1041 | 1374 | 1342 | 1971 | 3333 |
Fund Return | 27.11% | 4.09% | 37.39% | 10.3% | 14.54% | 12.79% |
Place in category | 288 | 403 | 438 | 412 | 303 | 192 |
% in Category | 22 | 37 | 35 | 45 | 36 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Dividend Fund Investor Series | 463.16M | 11.57 | 7.80 | 7.25 | ||
HSBC US Equity Fund Premium Serie | 727.96M | 27.71 | 10.92 | 13.43 | ||
HSBC Small Cap Growth Fund Investor | 244.56M | 11.52 | -1.27 | 6.40 | ||
HSBC Global Equity Fund Investor Sr | 246.27M | 19.15 | 9.99 | 8.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.36B | 17.07 | 2.99 | 13.33 | ||
TD U.S. Blue Chip Equity Fund D USD | 6.36B | 18.07 | 3.98 | - | ||
DFA US Core Equity Class F | 5.73B | 23.57 | 12.25 | 13.13 | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 5.86B | 27.78 | 13.80 | 14.23 | ||
AGF American Growth Class USD | 3.96B | 33.06 | 13.48 | 15.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.51 | 234.93 | -0.06% | |
Microsoft | US5949181045 | 5.24 | 422.99 | -1.17% | |
NVIDIA | US67066G1040 | 4.90 | 135.35 | -1.15% | |
Amazon.com | US0231351067 | 2.57 | 205.73 | -1.02% | |
Meta Platforms | US30303M1027 | 2.25 | 569.20 | -0.76% |
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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