Asset Mix Look-through
Our funds can be used in a variety of combinations to achieve a desired asset mix. Looking for more overseas stock exposure? Need more bonds in your mix? Put the tool to work.
Enter the value of the funds in the Market Value column to view your asset mix.
| Fund | Market Value | % of Steadyhand Portfolio |
|---|---|---|
| Savings Fund | 12.5 | |
| Income Fund | 12.5 | |
| Founders Fund | 12.5 | |
| Builders Fund | 12.5 | |
| Equity Fund | 12.5 | |
| Global Equity Fund | 12.5 | |
| Small-Cap Equity Fund | 12.5 | |
| Global Small-Cap Equity Fund | 12.5 | |
| Total | $160,000 | 100% |
Fee on this portfolio: 1.34% (or less) Click here for fee details
Hold investments elsewhere as well?
Long-term Asset Mix: Overall Portfolio
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 | 0% | 0% | 0% | 100% |
| Income Fund | 25% | 0% | 0% | 75% |
| Founders Fund | 26% | 17% | 17% | 40% |
| Builders Fund | 33% | 33% | 32% | 2% |
| Equity Fund | 60% | 20% | 20% | 0% |
| Global Equity Fund | 0% | 50% | 50% | 0% |
| Small-Cap Equity Fund | 80% | 20% | 0% | 0% |
| Global Small-Cap Equity Fund | 0% | 50% | 50% | 0% |