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Compass Conservative Balanced Portfolio F1 (0P0000YAEO)

Toronto

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19.862 -0.037 -0.19%

21/03 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 6.32B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Bond

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0P0000YAEO Overview

Find basic information about the Compass Conservative 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 0P0000YAEO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.42%

Prev. Close19.899

Risk Rating

TTM Yield2.46%

ROE22.44%

IssuerATB Investment Management

Turnover17.67%

ROA7.52%

Inception DateOct 31, 2011

Total Assets6.32B

ExpensesN/A

Min. Investment1,000

Market Cap61.18B

CategoryCanadian Fixed Income Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1029	1022	1117	1194	1405	1737
Fund Return	2.93%	2.2%	11.69%	6.09%	7.04%	5.67%
Place in category	20	21	98	17	4	1
% in Category	5	5	23	4	2	1

Top Bond Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Conservative Balanced Portf		6.32B	2.77	5.10	4.69
	Compass Conservative Portfolio F1		1.94B	2.44	5.15	5.05

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F CAD	13.05B	2.13	3.50	3.68
Compass Conservative Balanced Portf	6.32B	2.77	5.10	4.69
TD Mgd Income Portfolio P	4.48B	2.32	2.93	2.82
TD Mgd Income Portfolio I	4.48B	2.31	2.68	2.54
Fidelity Bal Incm PrvPool Cl S8 CAD	3.91B	2.62	5.29	3.78

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer International Equity Series O	-	6.58	-	-
BMO Government Bond ETF	-	6.56	-	-
Canada (Government of) 1.5%	-	4.28	-	-
BMO MSCI EAFE ETF	-	3.59	-	-
Mawer Canadian Equity Series O	-	3.54	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Conservat.	19.862	-0.037	-0.19%