Portfolio Builder
Enter the value of the funds in the Market Value column to view your asset mix.
Hold investments elsewhere as well? Click here to add
| Fund | Market Value | % of Steadyhand Portfolio |
|---|---|---|
| Savings Fund | ||
| Income Fund | ||
| Equity Fund | ||
| Global Equity Fund | ||
| Small-Cap Equity Fund | ||
| Total | $0 | 100% |
Asset Mix: Overall Portfolio
Fee on this portfolio: % (or less) Click here for fee details
Sample Portfolios
| Enter your portfolio amount: , and then click on one of the sample portfolios below to see your asset mix. | |||||
|---|---|---|---|---|---|
| Fund | Aggressive Growth Portfolio |
Growth Portfolio | Balanced Equity Portfolio |
Balanced Income Portfolio |
Income Portfolio |
| Savings Fund | |||||
| Income Fund | |||||
| Equity Fund | |||||
| Global Equity Fund | |||||
| Small-Cap Equity Fund | |||||
Fund Asset Allocation
For your reference, the table below illustrates the estimated long-term asset mix of each Steadyhand fund.| Fund | Canadian Equities |
U.S. Equities |
Overseas Equities |
Fixed Income |
|---|---|---|---|---|
| Savings Fund | ||||
| Income Fund | ||||
| Equity Fund | ||||
| Global Equity Fund | ||||
| Small-Cap Equity Fund |