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Compass Conservative Balanced Portfolio (0P000072RZ)

Toronto

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19.365 +0.010 +0.07%

21/02 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 6.3B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Bond

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0P000072RZ Overview

Find basic information about the Compass Conservative Balanced 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 0P000072RZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.25%

Prev. Close19.352

Risk Rating

TTM Yield1.58%

ROE22.44%

IssuerATB Investment Management

Turnover17.67%

ROA7.52%

Inception DateDec 11, 2002

Total Assets6.3B

ExpensesN/A

Min. Investment100

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	1023	1037	1118	1136	1306	1599
Fund Return	2.32%	3.67%	11.8%	4.34%	5.49%	4.81%
Place in category	35	85	122	76	13	9
% in Category	9	23	35	23	6	4

Top Bond Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Conserv Balanced Portf F1		6.3B	2.41	5.33	5.79
	Compass Conservative Portfolio F1		1.93B	1.82	4.44	5.10

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F CAD	13.07B	1.49	2.82	3.71
Compass Conserv Balanced Portf F1	6.3B	2.41	5.33	5.79
TD Mgd Income Portfolio P	4.56B	2.08	2.33	2.90
TD Mgd Income Portfolio I	4.56B	2.07	2.06	2.63
Fidelity Bal Income Priv Pool F CAD	3.9B	2.72	5.99	5.06

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Conservat.	19.365	+0.010	+0.07%