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Compass Balanced Portfolio (0P000072H7)

Toronto

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24.910 -0.020 -0.08%

13/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 7.06B

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0P000072H7 Overview

Find basic information about the Compass 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 0P000072H7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.66%

Prev. Close24.93

Risk Rating

TTM Yield0.95%

ROE22.66%

IssuerN/A

Turnover17.32%

ROA7.55%

Inception DateDec 11, 2002

Total Assets7.06B

ExpensesN/A

Min. Investment100

Market Cap53.79B

CategoryGlobal Neutral Balanced

What is your sentiment on Compass Balanced Portfolio?

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Compass Balanced Portfolio 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	1092	1013	1176	1090	1359	1751
Fund Return	9.24%	1.33%	17.57%	2.92%	6.32%	5.76%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Other Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Portfolio F1		7.06B	10.23	4.00	6.87

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.31B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.31B	12.90	4.44	6.85
RBC Sel Bal Port Sr A CDA	58.31B	11.98	3.42	5.80
Fidelity Global Balanced Portf F5	16.68B	15.77	6.00	7.55
Fidelity Global Balanced Portf F8	16.68B	15.76	5.99	7.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mawer International Equity Series O	-	10.08	-	-
BMO Government Bond ETF	-	5.25	-	-
BMO MSCI EAFE ETF	-	5.07	-	-
Canada (Government of) 1.5%	-	3.10	-	-
Mawer Canadian Equity Series O	-	2.79	-	-

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 .	24.910	-0.020	-0.08%