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Compass Balanced Portfolio F1 (0P0000YAEN)

Toronto

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25.195 -0.518 -2.01%

04/04 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 6.88B

Type: Fund

Market: Canada

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 Change4.01%

Prev. Close25.712

Risk Rating

TTM Yield2.07%

ROE22.23%

IssuerN/A

Turnover37.59%

ROA7.48%

Inception DateOct 31, 2011

Total Assets6.88B

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	1033	1022	1128	1220	1494	1895
Fund Return	3.26%	2.19%	12.82%	6.86%	8.35%	6.6%
Place in category	312	355	870	448	160	100
% in Category	18	22	57	35	15	15

Top Other Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Portfolio		6.88B	3.09	5.75	5.50

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	56.16B	2.39	5.97	5.36
RBC Sel Bal Port Sr F CAD	56.16B	2.56	7.00	6.39
RBC Sel Bal Port Sr A CDA	56.16B	2.39	5.97	5.35
Fidelity Global Balanced Portf F5	18.55B	3.09	9.40	7.04
Fidelity Global Balanced Portf F8	18.55B	3.09	9.40	7.04

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	Strong Sell	Neutral	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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Recent Quotes

Name	Price	Chg.	Chg. %
Compass Balanced .	25.195	-0.518	-2.01%
Davis Select Worl.	34.02	-2.70	-7.35%
SPDR MSCI EMU UCI.	75.82	-3.60	-4.53%
Fidelity Select B.	146.33	-12.63	-7.95%
iShares MSCI Worl.	4.47	-0.12	-2.62%
JPMorgan Funds - .	31.710	+0.080	+0.25%
Scout Core Bond I	10.85	+0.02	+0.18%
HSBC Global Inves.	20.746	-0.402	-1.90%