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Edgepoint Global Growth & Inc Port Sr A (0P0000IUYM)

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29.299 +0.070    +0.24%
06/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.37B
EdgePoint Global Growth Inc Port Sr A 29.299 +0.070 +0.24%

0P0000IUYM Overview

 
Find basic information about the Edgepoint Global Growth & Inc Port Sr A 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 0P0000IUYM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.27%
Prev. Close29.229
Risk Rating
TTM Yield0.82%
ROE14.15%
IssuerEdgePoint Wealth Management Inc
Turnover16.84%
ROA5.38%
Inception DateNov 17, 2008
Total Assets10.37B
ExpensesN/A
Min. Investment20,000
Market Cap32.53B
CategoryGlobal Equity Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1080 1011 1163 1163 1315 1997
Fund Return 8.04% 1.06% 16.3% 5.15% 5.63% 7.16%
Place in category 1204 1128 1161 425 769 170
% in Category 99 91 97 42 82 32

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 13.07B 8.80 5.34 8.75
  EdgePoint Glbl Port non HST Sr F 13.07B 9.76 6.45 9.90
  EdgePoint Global Portfolio Series A 13.07B 8.65 5.17 8.58
  EdgePoint Global Portfolio Series F 13.07B 9.69 6.37 9.82
  EdgePoint Glbl Gr Inc Pt non HST A 10.37B 8.18 5.32 7.32

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 18.35B 14.95 5.25 7.83
  RBC Sel Gr Port Sr T5 18.35B 13.99 4.19 6.74
  RBC Sel Gr Port Sr A CAD 18.35B 13.98 4.19 6.74
  EdgePoint Glbl Gr Inc Pt non HST A 10.37B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.37B 9.14 6.44 8.46

Top Holdings

Name ISIN Weight % Last Change %
  Berry Global US08579W1036 3.44 69.65 -0.17%
  Norfolk Southern US6558441084 3.24 260.78 -1.22%
  Philips NL0000009538 2.94 24.82 +0.12%
  Mattel US5770811025 2.72 19.36 -2.02%
  Fairfax Financial CA3039011026 2.67 2,051.59 +0.88%

Technical Summary

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