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Compass Balanced Growth Portfolio F1 (0P0000YAEM)

Toronto

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29.910 +0.070 +0.23%

24/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.8B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Equity

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0P0000YAEM 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 Change5.06%

Prev. Close29.84

Risk Rating

TTM Yield2%

ROE22.16%

IssuerATB Investment Management

Turnover13.34%

ROA7.56%

Inception DateOct 31, 2011

Total Assets3.8B

ExpensesN/A

Min. Investment1,000

Market Cap44.24B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1144	1041	1180	1179	1482	2137
Fund Return	14.37%	4.08%	18.05%	5.63%	8.19%	7.89%
Place in category	995	1009	948	570	256	116
% in Category	85	85	82	57	28	19

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio		3.8B	13.24	4.52	6.76

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	18.06B	18.79	6.23	7.95
RBC Sel Gr Port Sr T5	18.06B	17.71	5.17	6.86
RBC Sel Gr Port Sr A CAD	18.06B	17.70	5.16	6.86
EdgePoint Glbl Gr Inc Pt non HST A	10.13B	10.97	6.52	7.26
EdgePoint Glbl Gr Inc Pt non HST F	10.13B	12.05	7.65	8.40

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 Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Balanced .	29.910	+0.070	+0.23%