Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Edgepoint Global Portfolio Series A (0P0000IUYO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
38.164 +0.010    +0.01%
13/11 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.72B
EdgePoint Global Portfolio Series A 38.164 +0.010 +0.01%

0P0000IUYO Overview

 
Find basic information about the Edgepoint Global Portfolio 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 0P0000IUYO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change14.03%
Prev. Close38.158
Risk Rating
TTM Yield0%
ROE15.67%
IssuerEdgePoint Wealth Management Inc
Turnover16.38%
ROA5.86%
Inception DateNov 17, 2008
Total Assets12.72B
ExpensesN/A
Min. Investment20,000
Market Cap32.37B
CategoryGlobal Equity
What is your sentiment on EdgePoint Global Portfolio Series A?
or
Vote to see community's results!

Edgepoint Global Portfolio Series A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1087 1001 1206 1163 1339 2277
Fund Return 8.65% 0.13% 20.58% 5.17% 6.01% 8.58%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.72B 8.80 5.34 8.75
  EdgePoint Glbl Port non HST Sr F 12.72B 9.76 6.45 9.90
  EdgePoint Global Portfolio Series F 12.72B 9.69 6.37 9.82
  EdgePoint Glbl Gr Inc Pt non HST A 10.15B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.15B 9.14 6.44 8.46

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Innovators Class F 14.31B 43.16 12.27 -
  Mawer Global Equity 13.94B 8.62 5.37 10.93
  Capital Group Glbal Equity Fd F CAD 13.86B 22.86 3.88 11.66
  Capital Group Glbal Equity Fd A CAD 13.86B 21.74 2.74 10.43
  Capital Group Glbal Equity Fd D CAD 13.86B 22.55 3.53 11.18

Top Holdings

Name ISIN Weight % Last Change %
  Berry Global US08579W1036 5.27 66.50 -0.75%
  Norfolk Southern US6558441084 4.90 264.89 -1.62%
  Fairfax Financial CA3039011026 4.60 1,925.00 +1.46%
  Elevance Health US0367521038 4.52 408.57 -0.56%
  Dollar Tree US2567461080 4.46 66.20 +1.61%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IUYO Comments

Write your thoughts about Edgepoint Global Portfolio Series A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email