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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1011 | 1182 | 1197 | 1420 | 2218 |
Fund Return | 8.39% | 1.11% | 18.2% | 6.19% | 7.26% | 8.29% |
Place in category | 293 | 1043 | 167 | 158 | 284 | 49 |
% in Category | 22 | 89 | 12 | 17 | 31 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentry US Gr and Incm Fund Sr F | 3.19B | 10.96 | 9.71 | 11.84 | ||
Sentry US Mon Incm Fund Sr B | 825.86M | 8.39 | 6.17 | 8.28 | ||
Sentry US Mon Incm Fund Sr F | 825.86M | 8.90 | 7.38 | 9.51 | ||
Sentry US Gr and Incm Cl Sr F | 598.45M | 10.94 | 9.68 | 11.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Gr Port Sr F | 16.58B | 7.88 | 4.90 | 7.58 | ||
RBC Sel Gr Port Sr A | 16.58B | 7.43 | 3.85 | 6.50 | ||
Dynamic Global Asset Alloc F | 2.3B | 10.66 | 4.21 | 8.44 | ||
Dynamic Global Asset Alloc I | 2.3B | 11.11 | 5.20 | 9.56 | ||
Dynamic Global Asset Allocation | 2.3B | 10.12 | 3.01 | 7.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 6.53 | 185.26 | -0.86% | |
Amazon.com | US0231351067 | 4.51 | 195.82 | -1.03% | |
Meta Platforms | US30303M1027 | 4.19 | 515.77 | -0.73% | |
KKR & Co | US48251W1045 | 3.86 | 106.02 | +0.15% | |
Mastercard | US57636Q1040 | 3.86 | 446.65 | +0.88% |
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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