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Company | Country | Symbol |
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Date |
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Year | Fund | Best-Fit Index | Category |
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2023 | --- | --- | --- |
2022 | --- | --- | --- |
2021 | --- | --- | --- |
2020 | --- | --- | --- |
2019 | --- | --- | --- |
No data available |
No data available |
No data available |
Company Name sortable | Position sortable | Allocation sortable | Allocation sortable1 Month Change | Market Value sortable |
---|---|---|---|---|
Franklin Bissett Core Plus Bond O | Long | 29.9% | -0.33% | $281.2M |
Franklin Bissett Canadian Govt Bd O | Long | 17.3% | +0.67% | $162.4M |
Franklin Global Core Bond Fd ETF | Long | 9.3% | --- | $87.4M |
Franklin Bissett Short Duration Bd O | Long | 5.3% | -0.71% | $49.7M |
Franklin Brandywine Glbl Sst Inc Optr A | Long | 4.7% | --- | $43.9M |
Franklin Western Asset Core Plus Bond O | Long | 4.6% | +0.59% | $43.3M |
Franklin U.S. Core Equity O | Long | 3.9% | -6.15% | $36.3M |
Franklin Bissett Cdn Equity O | Long | 2.9% | -2.12% | $27.3M |
Franklin FTSE U.S. ETF | Long | 2.6% | -4.80% | $24.0M |
Franklin US Rising Dividends O | Long | 2.3% | +1.14% | $21.3M |
Best Fit Index | --- |
---|---|
Category | --- |
Sponsor | --- |
Inception | --- |
Total Net Assets | --- |
---|---|
Annual Portfolio Turnover | --- |
Equity Style | --- |
Credit Quality / Duration | --- |
Tax-Adjusted Rating | Not Rated |
Initial Investment(s) | $25,000 |
---|---|
Subsequent Investment(s) | $100 |
Initial RRSP Investment(s) | $100 |
Subsequent RRSP Investment(s) | $100 |
Maximum Initial Sales Fees | --- |
---|---|
Maximum Deferred Sales Fees | --- |
Actual Management Fee | --- |
Actual Mgmt. Expense Ratio (MER) | --- |
Load Type | Back-end Load |
Time Horizon | Star Rating | Tax-Adjusted Rating |
---|---|---|
Overall | Not Rated | ---No Tax-Adjusted Rating Available |
3 Year | Not Rated | ---No Tax-Adjusted Rating Available |
5 Year | Not Rated | ---No Tax-Adjusted Rating Available |
10 Year | Not Rated | ---No Tax-Adjusted Rating Available |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.