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Compass Balanced Growth Portfolio (0P000072DV)

Toronto

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28.780 +0.020 +0.06%

29/01 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.86B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Equity

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0P000072DV Overview

Find basic information about the Compass Balanced Growth Portfolio 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 0P000072DV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change12.67%

Prev. Close28.762

Risk Rating

TTM Yield0.92%

ROE21.81%

IssuerATB Investment Management

Turnover13.34%

ROA7.48%

Inception DateDec 11, 2002

Total Assets3.86B

ExpensesN/A

Min. Investment100

Market Cap46.24B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1117	1011	1117	1099	1378	1890
Fund Return	11.71%	1.08%	11.71%	3.18%	6.62%	6.57%
Place in category	1073	987	1073	828	524	259
% in Category	90	82	90	77	56	45

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio F		3.86B	12.92	4.28	7.70

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	18.34B	17.46	5.01	7.85
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
EdgePoint Glbl Gr Inc Pt non HST A	10.35B	8.55	4.90	6.98
EdgePoint Glbl Gr Inc Pt non HST F	10.35B	9.71	6.02	8.11

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 .	28.780	+0.020	+0.06%