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Compass Conservative Balanced Portfolio F1 (0P0000YAEO)

Toronto

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19.248 +0.076 +0.40%

11/04 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 6.1B

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 Change3.77%

Prev. Close19.172

Risk Rating

TTM Yield2.48%

ROE22.31%

IssuerATB Investment Management

Turnover43.03%

ROA7.47%

Inception DateOct 31, 2011

Total Assets6.1B

ExpensesN/A

Min. Investment1,000

Market Cap64.05B

CategoryCanadian Fixed Income Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1020	1020	1091	1191	1495	1732
Fund Return	2.02%	2.02%	9.1%	6.01%	8.38%	5.65%
Place in category	49	49	84	20	6	1
% in Category	13	13	21	4	4	1

Top Bond Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Conservative Balanced Portf		6.1B	1.79	5.02	4.67
	Compass Conservative Portfolio F1		1.9B	1.71	5.24	5.03

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F CAD	12.63B	1.07	3.53	3.59
Compass Conservative Balanced Portf	6.1B	1.79	5.02	4.67
TD Mgd Income Portfolio P	4.27B	0.52	2.90	2.67
TD Mgd Income Portfolio I	4.27B	0.44	2.62	2.39
Fidelity Bal Incm PrvPool Cl S5 CAD	3.86B	1.60	5.22	3.67

Top Holdings

Name	ISIN	Weight %	Last	Change %
BMO Government Bond ETF	-	6.73	-	-
Mawer International Equity Series O	-	6.08	-	-
Canada (Government of) 1.5%	-	4.08	-	-
BMO MSCI EAFE ETF	-	3.82	-	-
Mawer Canadian Equity Series O	-	3.45	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Conservat.	19.248	+0.076	+0.40%