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Compass Balanced Growth Portfolio F1 (0P0000YAEM)

Toronto

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29.782 +0.140 +0.49%

22/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.79B

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0P0000YAEM Overview

Find basic information about the Compass Balanced Growth 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 0P0000YAEM 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 Change7.57%

Prev. Close29.638

Risk Rating

TTM Yield2.05%

ROE22.16%

IssuerATB Investment Management

Turnover13.34%

ROA7.56%

Inception DateOct 31, 2011

Total Assets3.79B

ExpensesN/A

Min. Investment1,000

Market Cap44.24B

CategoryGlobal Equity Balanced

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Compass Balanced Growth Portfolio F1 Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1110	1013	1204	1135	1478	2111
Fund Return	10.96%	1.28%	20.41%	4.3%	8.13%	7.76%
Place in category	1070	1069	1008	604	225	111
% in Category	87	87	83	57	24	17

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio		3.79B	9.95	3.21	6.63

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	17.88B	14.95	5.25	7.83
RBC Sel Gr Port Sr T5	17.88B	13.99	4.19	6.74
RBC Sel Gr Port Sr A CAD	17.88B	13.98	4.19	6.74
EdgePoint Glbl Gr Inc Pt non HST F	10.24B	9.14	6.44	8.46
EdgePoint Global Growth Inc Port A	10.24B	8.04	5.15	7.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer International Equity Series O	-	8.26	-	-
BMO MSCI EAFE ETF	-	5.72	-	-
Mawer Global Small Cap Series O	-	4.61	-	-
BMO Government Bond ETF	-	3.70	-	-
Mawer Canadian Equity Series O	-	3.32	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Balanced .	29.782	+0.140	+0.49%