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Marquis Institutional Balanced Growth Portfolio I (0P0000ZEKM)

Toronto

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22.528 +0.181 +0.81%

19/03 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 92.82M

General
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Marquis Institutional Balanced Growth Portfolio I Overview

Find basic information about the Marquis Institutional Balanced Growth Portfolio I 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 0P0000ZEKM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change3.11%

Prev. Close22.347

Risk Rating

TTM Yield5.45%

ROE22.07%

IssuerN/A

Turnover5.32%

ROA9.68%

Inception DateJan 19, 2011

Total Assets92.82M

ExpensesN/A

Min. Investment10,000

Market Cap110.01B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1022	1010	1135	1240	1481	2020
Fund Return	2.24%	0.99%	13.5%	7.43%	8.18%	7.29%
Place in category	907	1007	837	602	490	121
% in Category	77	81	72	56	52	17

Top Equity Funds by Dynamic Funds

Name	Total Assets	YTD%	3Y%	10Y%
Dynamic Global Dividend Fund IT	4.8B	2.26	8.87	11.56
Dynamic Global Dividend Sr F CAD	4.8B	2.10	7.79	10.42
Dynamic Global Dividend Series FT	4.8B	2.10	7.81	10.43
Dynamic Global Dividend Sers I CAD	4.8B	2.26	8.87	11.56
Dynamic Global Dividend Series G	4.8B	1.90	6.50	9.13

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	18.04B	2.66	8.02	7.31
RBC Sel Gr Port Sr T5	18.04B	2.49	6.94	6.22
RBC Sel Gr Port Sr A CAD	18.04B	2.49	6.93	6.23
EdgePoint Glbl Gr Inc Pt non HST A	10.37B	3.75	7.64	6.57
EdgePoint Glbl Gr Inc Pt non HST F	10.37B	3.92	8.78	7.70

Top Holdings

Name	ISIN	Weight %	Last	Change %
Marquis Institutional Global Eq Port O	-	44.90	-	-
Marquis Institutional Bond Port Series O	-	34.90	-	-
Marquis Institutional Canadian Eq Port O	-	20.05	-	-

Technical Summary

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

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