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Gwl Balanced (beutel Goodman) Nl (0P000073CT)

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824.821 +0.740    +0.09%
07/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 214.5M
GWL Balanced B NL 824.821 +0.740 +0.09%

0P000073CT Overview

 
Find basic information about the Gwl Balanced (beutel Goodman) Nl 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 0P000073CT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.44%
Prev. Close824.085
Risk Rating
TTM Yield0%
ROE20.23%
IssuerN/A
Turnover44.31%
ROA5.01%
Inception DateJan 23, 1996
Total Assets214.5M
ExpensesN/A
Min. Investment300
Market Cap43.67B
CategoryCanadian Equity Balanced
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Gwl Balanced (beutel Goodman) Nl Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1013 1197 1125 1294 1625
Fund Return 8.61% 1.27% 19.73% 4% 5.29% 4.98%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Great West Life Assurance Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  GWL Dividend G 75 75 PS1 358.9M 12.33 5.82 5.96
  GWL Canadian Equity G 75 75 PS1 257.22M 13.50 6.38 6.40
  GWL Balanced B 100 100 214.5M 8.27 3.60 4.71
  GWL Balanced B 75 100 214.5M 8.41 3.76 4.87
  GWL Balanced B 75 75 214.5M 8.61 4.00 5.04

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.65B 13.56 5.84 5.83
  Investors Dividend U 6.65B 13.55 5.82 5.82
  Mackenzie Canadian Growth Bal PWX 5.51B 9.89 4.64 9.54
  Mackenzie Canad Growth Bal PW CAD 5.51B 8.01 2.51 7.28
  Mackenzie Canadian Growth Bal D 5.51B 8.86 3.43 8.10

Top Holdings

Name ISIN Weight % Last Change %
  RBC CA7800871021 3.32 123.63 -0.74%
  Toronto Dominion Bank CA8911605092 2.91 78.91 +0.22%
Canada (Government of) 3% - 2.86 - -
  RB Global CA74935Q1072 1.61 91.86 +2.82%
  Canadian National Railway CA1363751027 1.58 110.80 -2.24%

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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