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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1024 | 1083 | 1106 | 1351 | 1871 |
Fund Return | 2.75% | 2.37% | 8.25% | 3.42% | 6.19% | 6.47% |
Place in category | - | - | - | - | - | - |
% in Category | 47 | 44 | 29 | 26 | 6 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Balanced Portfolio | 6.8B | 2.37 | 2.35 | 5.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 53.26B | 3.30 | 2.22 | 5.39 | ||
RBC Sel Bal Port Sr F CAD | 53.26B | 3.64 | 3.21 | 6.43 | ||
RBC Sel Bal Port Sr A CDA | 53.26B | 3.30 | 2.21 | 5.39 | ||
Fidelity Global Balanced Portf F5 | 14.95B | 6.63 | 4.91 | 7.03 | ||
Fidelity Global Balanced Portf F8 | 14.95B | 6.62 | 4.90 | 7.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 10.43 | - | - | |
BMO MSCI EAFE ETF | - | 4.93 | - | - | |
BMO Government Bond ETF | - | 4.92 | - | - | |
Mawer Canadian Equity Series O | - | 2.95 | - | - | |
Mawer New Canada Series O | - | 2.63 | - | - |
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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