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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1063 | 1248 | 1293 | 1741 | 3198 |
Fund Return | 11.44% | 6.31% | 24.77% | 8.94% | 11.73% | 12.33% |
Place in category | 295 | 484 | 414 | 413 | 333 | 201 |
% in Category | 18 | 38 | 32 | 43 | 39 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Dividend Fund Investor Series | 465.57M | 2.14 | 8.64 | 6.54 | ||
HSBC US Equity Fund Premium Serie | 657.31M | 11.66 | 9.55 | 12.97 | ||
HSBC Small Cap Growth Fund Investor | 253.36M | 5.99 | 0.11 | 5.79 | ||
HSBC Global Equity Fund Investor Sr | 245.14M | 8.14 | 9.24 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund D USD | 6.92B | 8.91 | 4.84 | - | ||
TD U.S. Blue Chip Equity Fund I USD | 6.92B | 8.54 | 3.89 | 13.92 | ||
DFA US Core Equity Class F | 4.95B | 8.76 | 10.61 | 12.59 | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 5.16B | 11.96 | 12.36 | 14.02 | ||
TD US Index e | 10.07 | 10.99 | 14.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.84 | - | - | |
NVIDIA Corp | - | 4.80 | - | - | |
Apple Inc | - | 3.69 | - | - | |
Amazon.com Inc | - | 3.56 | - | - | |
Meta Platforms Inc Class A | - | 2.89 | - | - |
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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