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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1065 | 1218 | 1353 | 1759 | 3273 |
Fund Return | 8.76% | 6.53% | 21.84% | 10.61% | 11.95% | 12.59% |
Place in category | 594 | 442 | 609 | 251 | 305 | 181 |
% in Category | 47 | 34 | 49 | 27 | 35 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.05B | 6.00 | 4.49 | 6.37 | ||
DFA International Vector Equity Cl | 1.08B | 7.59 | 6.96 | 7.27 | ||
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% | |
---|---|---|---|---|---|---|
PH N US Multi Style All Cap Eq D | 8.76B | 11.57 | 11.78 | 13.04 | ||
PH N US Multi Style All Cap Eq F | 8.76B | 11.66 | 12.05 | 13.31 | ||
TD U.S. Blue Chip Equity Fund I CAD | 6.77B | 8.54 | 3.89 | 13.92 | ||
TD U.S. Blue Chip Equity Fund D CAD | 6.77B | 8.91 | 4.84 | - | ||
RBC Priv US Lg Cap Cr Eq Sr F CAD | 5.17B | 11.96 | 12.36 | 14.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.81 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 4.73 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 3.29 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.15 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.48 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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