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Compass Balanced Growth Portfolio F1 (0P0000YAEM)

Toronto

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30.119 +0.020 +0.06%

29/01 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.86B

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Compass Balanced Growth Portfolio F1 Overview

Find basic information about the Compass Balanced Growth Portfolio F1 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 0P0000YAEM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Technical Chart

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Rating

1-Year Change12.78%

Prev. Close30.1

Risk Rating

TTM Yield1.89%

ROE21.81%

IssuerATB Investment Management

Turnover13.34%

ROA7.48%

Inception DateOct 31, 2011

Total Assets3.86B

ExpensesN/A

Min. Investment1,000

Market Cap46.24B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1129	1013	1129	1134	1453	2100
Fund Return	12.92%	1.35%	12.92%	4.28%	7.75%	7.7%
Place in category	1026	939	1026	606	271	121
% in Category	85	77	85	58	29	18

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio		3.86B	11.71	3.18	6.57

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr T5	18.34B	16.29	3.96	6.75
RBC Sel Gr Port Sr A CAD	18.34B	16.28	3.95	6.76
RBC Sel Gr Port Sr F CAD	18.34B	17.46	5.01	7.85
EdgePoint Global Growth Inc Port A	10.35B	8.39	4.74	6.81
EdgePoint Global Growth Inc Port F	10.35B	9.65	5.95	8.04

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer International Equity Series O	-	8.15	-	-
BMO MSCI EAFE ETF	-	5.56	-	-
Mawer Global Small Cap Series O	-	4.27	-	-
BMO Government Bond ETF	-	3.67	-	-
Mawer Canadian Equity Series O	-	3.25	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Balanced .	30.119	+0.020	+0.06%