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Edgepoint Global Portfolio Series F (0P0000JO4E)

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38.565 +0.410    +1.07%
06/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.86B
EdgePoint Global Portfolio Series F 38.565 +0.410 +1.07%

0P0000JO4E Overview

 
Find basic information about the Edgepoint Global Portfolio Series F 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 0P0000JO4E MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.03%
Prev. Close38.156
Risk Rating
TTM Yield0.68%
ROE15.67%
IssuerEdgePoint Wealth Management Inc
Turnover16.38%
ROA5.86%
Inception DateNov 17, 2008
Total Assets12.86B
ExpensesN/A
Min. Investment20,000
Market Cap32.37B
CategoryGlobal Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1075 1193 1256 1422 2649
Fund Return 9.69% 7.5% 19.29% 7.89% 7.3% 10.23%
Place in category 1675 230 1589 630 1093 169
% in Category 96 12 94 44 87 29

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.86B 8.89 6.85 9.16
  EdgePoint Glbl Port non HST Sr F 12.86B 9.75 7.98 10.32
  EdgePoint Global Portfolio Series A 12.86B 8.75 6.68 8.98
  EdgePoint Glbl Gr Inc Pt non HST A 10.23B 7.88 6.19 7.58
  EdgePoint Glbl Gr Inc Pt non HST F 10.23B 8.74 7.32 8.72

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Innovators Class F 8.17B 39.47 14.15 -
  Mawer Global Equity 13.97B 9.11 6.78 11.19
  Capital Group Glbal Equity Fd F CAD 13.82B 21.37 4.51 11.63
  Capital Group Glbal Equity Fd A CAD 13.82B 20.38 3.36 10.40
  Capital Group Glbal Equity Fd D CAD 13.82B 21.09 4.16 11.15

Top Holdings

Name ISIN Weight % Last Change %
  Berry Global US08579W1036 5.27 67.01 +3.43%
  Norfolk Southern US6558441084 4.90 277.00 +9.87%
  Fairfax Financial CA3039011026 4.60 1,810.43 -0.67%
  Elevance Health US0367521038 4.52 428.93 +2.67%
  Dollar Tree US2567461080 4.46 62.41 -6.53%

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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