Portfolio Builder

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%

Long-term Asset Mix: Overall Portfolio

Fee on this portfolio: % (or less)   Click here for fee details


Hold investments elsewhere as well?  Click here to add

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 % % % %
Founders Fund % % % %
Equity Fund % % % %
Global Equity Fund % % % %
Small-Cap Equity Fund % % % %