Our funds can be used in a variety of combinations to achieve a desired asset mix. Looking for more international stock exposure? Need more bonds in your mix? Put the portfolio builder 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 | ||
| Income Fund | ||
| Founders Fund | ||
| Equity Fund | ||
| Global Equity Fund | ||
| Small-Cap Equity Fund | ||
| Total | $0 | 100% |
Fee on this portfolio: % (or less) Click here for fee details
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 | % |
% |
% |
% |
% |
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 | % | % | % | % |
| Founders Fund | % | % | % | % |
| Equity Fund | % | % | % | % |
| Global Equity Fund | % | % | % | % |
| Small-Cap Equity Fund | % | % | % | % |