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Compass Balanced Portfolio F1 (0P0000YAEN)

Toronto

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26.339 +0.080 +0.30%

28/02 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 7.22B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Other

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0P0000YAEN Overview

Find basic information about the Compass Balanced 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 0P0000YAEN 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 Change9.78%

Prev. Close26.261

Risk Rating

TTM Yield2.07%

ROE22.23%

IssuerATB Investment Management

Turnover17.32%

ROA7.48%

Inception DateOct 31, 2011

Total Assets7.22B

ExpensesN/A

Min. Investment1,000

Market Cap56.57B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1030	1046	1149	1195	1438	1936
Fund Return	2.99%	4.64%	14.91%	6.11%	7.54%	6.83%
Place in category	377	795	957	485	165	93
% in Category	25	50	61	37	15	14

Top Other Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Portfolio		7.22B	2.90	5.00	5.72

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	60.61B	2.51	5.22	5.60
RBC Sel Bal Port Sr F CAD	60.61B	2.59	6.25	6.64
RBC Sel Bal Port Sr A CDA	60.61B	2.51	5.22	5.59
Fidelity Global Balanced Portf F5	219.71M	3.77	8.91	7.31
Fidelity Global Balanced Portf F8	47.09M	3.77	8.90	7.31

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer International Equity Series O	-	9.94	-	-
BMO Government Bond ETF	-	5.21	-	-
BMO MSCI EAFE ETF	-	4.92	-	-
Canada (Government of) 1.5%	-	3.33	-	-
Mawer Canadian Equity Series O	-	2.84	-	-

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 .	26.339	+0.080	+0.30%