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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1039 | 1224 | 1270 | 1631 | 3029 |
Fund Return | 7.71% | 3.85% | 22.44% | 8.28% | 10.28% | 11.72% |
Place in category | 753 | 959 | 575 | 482 | 512 | 251 |
% in Category | 59 | 77 | 47 | 51 | 62 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentry US Mon Incm Fund A | 819.16M | 6.10 | 5.00 | 8.18 | ||
Sentry US Mon Incm Fund Sr B | 819.16M | 6.10 | 4.99 | 8.17 | ||
Sentry US Mon Incm Fund Sr F | 819.16M | 6.49 | 6.18 | 9.39 | ||
Sentry US Gr and Incm Cl Sr F | 620.44M | 7.70 | 8.26 | 11.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.93B | 8.54 | 3.89 | 13.92 | ||
TD U.S. Blue Chip Equity Fund D USD | 6.93B | 8.91 | 4.84 | - | ||
DFA US Core Equity Class F | 4.95B | 8.76 | 10.61 | 12.59 | ||
RBC Priv US Lg Cap Cr Eq Pool Sr F | 5.2B | 11.96 | 12.36 | 14.02 | ||
TD US Index e | 10.07 | 10.99 | 14.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 8.62 | 175.06 | -1.65% | |
Microsoft | US5949181045 | 6.29 | 427.00 | -0.82% | |
Mastercard | US57636Q1040 | 6.28 | 451.21 | -1.16% | |
Amazon.com | US0231351067 | 6.20 | 181.04 | -1.14% | |
Visa A | US92826C8394 | 6.18 | 274.23 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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