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Compass Balanced Growth Portfolio (0P000072DV)

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28.837 +0.070    +0.25%
04/12 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  ATB Investment Management
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.86B
Compass Balanced Growth Portfolio 28.837 +0.070 +0.25%

0P000072DV Overview

 
Find basic information about the Compass Balanced Growth Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000072DV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.4%
Prev. Close28.764
Risk Rating
TTM Yield1.15%
ROE22.16%
IssuerATB Investment Management
Turnover13.34%
ROA7.56%
Inception DateDec 11, 2002
Total Assets3.86B
ExpensesN/A
Min. Investment100
Market Cap44.24B
CategoryGlobal Equity Balanced
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1100 1010 1192 1099 1402 1901
Fund Return 9.95% 1.01% 19.16% 3.21% 6.99% 6.63%
Place in category 1126 1137 1098 829 470 233
% in Category 92 92 91 76 49 43

Top Equity Funds by ATB Investment Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Compass Balanced Growth Portfolio F 3.86B 10.96 4.30 7.76

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 18.2B 14.95 5.25 7.83
  RBC Sel Gr Port Sr T5 18.2B 13.99 4.19 6.74
  RBC Sel Gr Port Sr A CAD 18.2B 13.98 4.19 6.74
  EdgePoint Glbl Gr Inc Pt non HST A 10.41B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.41B 9.14 6.44 8.46

Top Holdings

Name ISIN Weight % Last Change %
Mawer International Equity Series O - 8.26 - -
BMO MSCI EAFE ETF - 5.72 - -
Mawer Global Small Cap Series O - 4.61 - -
BMO Government Bond ETF - 3.70 - -
Mawer Canadian Equity Series O - 3.32 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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