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Compass Balanced Growth Portfolio (0P000072DV)

Toronto

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28.368 +0.030 +0.11%

27/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.85B

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 Change4.25%

Prev. Close28.338

Risk Rating

TTM Yield1.12%

ROE22.16%

IssuerATB Investment Management

Turnover13.34%

ROA7.56%

Inception DateDec 11, 2002

Total Assets3.85B

ExpensesN/A

Min. Investment100

Market Cap44.24B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1132	1038	1168	1142	1406	1924
Fund Return	13.24%	3.81%	16.8%	4.52%	7.05%	6.76%
Place in category	1063	1044	1014	781	497	235
% in Category	92	89	88	76	54	44

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio F		3.85B	14.37	5.63	7.89

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	18.1B	18.79	6.23	7.95
RBC Sel Gr Port Sr T5	18.1B	17.71	5.17	6.86
RBC Sel Gr Port Sr A CAD	18.1B	17.70	5.16	6.86
EdgePoint Glbl Gr Inc Pt non HST A	10.15B	10.97	6.52	7.26
EdgePoint Glbl Gr Inc Pt non HST F	10.15B	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 .	28.368	+0.030	+0.11%