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Edgepoint Cdn Gr & Inc Pt (non-hst) A(n) (0P0000PTRX)

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31.679 +0.090    +0.29%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 3.08B
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
EdgePoint Cdn Gr Inc Pt non-HST AN 31.679 +0.090 +0.29%

0P0000PTRX Overview

 
Find basic information about the Edgepoint Cdn Gr & Inc Pt (non-hst) A(n) 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 0P0000PTRX 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 Change15.36%
Prev. Close31.588
Risk Rating
TTM Yield1.16%
ROE13.07%
IssuerEdgePoint Wealth Management Inc
Turnover12.79%
ROA4.17%
Inception DateAug 03, 2010
Total Assets3.08B
ExpensesN/A
Min. Investment20,000
Market Cap7.38B
CategoryCanadian Equity Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1136 1019 1201 1352 1735 2211
Fund Return 13.6% 1.94% 20.06% 10.58% 11.64% 8.26%
Place in category 55 224 263 3 6 9
% in Category 23 73 89 1 3 4

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.84B 8.80 5.34 8.75
  EdgePoint Glbl Port non HST Sr F 12.84B 9.76 6.45 9.90
  EdgePoint Global Portfolio Series A 12.84B 8.65 5.17 8.58
  EdgePoint Global Portfolio Series F 12.84B 9.69 6.37 9.82
  EdgePoint Glbl Gr Inc Pt non HST A 10.24B 8.18 5.32 7.32

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.65B 13.56 5.84 5.83
  Investors Dividend U 6.65B 13.55 5.82 5.82
  Mackenzie Canadian Growth Bal A CAD 5.42B 7.79 2.26 7.06
  Mackenzie Canadian Growth Bal PWX 5.42B 9.89 4.64 9.54
  Mackenzie Canad Growth Bal PW CAD 5.42B 8.01 2.51 7.28

Top Holdings

Name ISIN Weight % Last Change %
  Fairfax Financial CA3039011026 5.88 1,970.01 +0.55%
  Osisko Gold Ro CA68827L1013 4.20 28.11 +1.41%
  Constellation Software CA21037X1006 3.19 4,587.90 -1.22%
  Restaurant Brands Int CA76131D1033 3.05 69.10 -0.97%
  CES Energy CA15713J1049 2.63 9.770 +0.41%

Technical Summary

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