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Scotia Selected Balanced Income Porfolio Series A (0P000072CX)

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15.185 +0.020    +0.15%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.65B
Type:  Fund
Market:  Canada
Issuer:  Scotia Asset Management
Asset Class:  Bond
Scotia Selected Balanced Income Fund Series A 15.185 +0.020 +0.15%

0P000072CX Overview

 
Find basic information about the Scotia Selected Balanced Income Porfolio Series A 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 0P000072CX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.95%
Prev. Close15.161
Risk Rating
TTM Yield1.16%
ROE22.33%
IssuerScotia Asset Management
Turnover1.94%
ROA8.77%
Inception DateApr 28, 2003
Total Assets1.65B
ExpensesN/A
Min. Investment500
Market Cap137.4B
CategoryCanadian Fixed Income Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1081 1024 1108 1074 1152 1397
Fund Return 8.08% 2.44% 10.81% 2.41% 2.87% 3.4%
Place in category 286 335 313 199 188 113
% in Category 80 93 88 62 63 53

Top Bond Funds by Scotia Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Scotia Partners Balanced Income Por 903.05M 8.41 1.46 3.17

Top Funds for Canadian Fixed Income Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Very Conserv Port Sr F CAD 13.05B 8.75 2.29 4.03
  Compass Conserv Balanced Portf F1 6.17B 11.25 4.38 5.91
  Compass Conservative Balanced Portf 6.17B 10.27 3.41 4.93
  TD Mgd Income Portfolio P 4.65B 10.05 1.36 3.21
  TD Mgd Income Portfolio I 4.65B 9.84 1.09 2.92

Top Holdings

Name ISIN Weight % Last Change %
Dynamic Total Return Bond Series O - 19.99 - -
Dynamic Canadian Bond Series O - 16.04 - -
Scotia Canadian Income I - 15.97 - -
Scotia Global Dividend I - 13.79 - -
Scotia Wlt Cdn Crp Bnd Pl Seri - 9.81 - -

Technical Summary

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