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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1030 | 1239 | 1259 | 1760 | 3538 |
Fund Return | 18.61% | 2.97% | 23.95% | 7.98% | 11.97% | 13.47% |
Place in category | 802 | 721 | 1041 | 617 | 556 | 146 |
% in Category | 70 | 67 | 90 | 64 | 67 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mawer Global Equity | 13.82B | 8.62 | 5.37 | 10.93 | ||
Mawer International Equity Fund Cla | 7.6B | 13.96 | 2.76 | 7.67 | ||
Mawer Canadian Equity A | 3.86B | 14.76 | 6.15 | 7.79 | ||
Mawer Global Small Cap A | 2.89B | -4.87 | -4.49 | 7.55 | ||
Mawer Tax Effective Balanced Fund C | 1.6B | 9.36 | 2.43 | 6.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 9.82B | 27.24 | 13.24 | 13.50 | ||
PH N US Multi Style All Cap Eq F | 9.82B | 27.49 | 13.52 | 13.78 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.27B | 17.07 | 2.99 | 13.33 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.27B | 18.07 | 3.98 | - | ||
DFA US Core Equity Class F CAD | 5.73B | 23.57 | 12.25 | 13.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.95 | 418.79 | +0.43% | |
Amphenol | US0320951017 | 4.58 | 73.32 | -1.31% | |
Marsh McLennan | US5717481023 | 4.19 | 230.71 | +1.27% | |
Visa A | US92826C8394 | 4.16 | 312.80 | +0.93% | |
Alphabet C | US02079K1079 | 3.87 | 169.43 | +1.72% |
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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