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Axiom Balanced Growth Portfolio Class F (0P000075XI)

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22.717 +0.060    +0.25%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 188.65M
Type:  Fund
Market:  Canada
Issuer:  CIBC Asset Management
Asset Class:  Equity
Axiom Balanced Growth Portfolio Class F 22.717 +0.060 +0.25%

0P000075XI Overview

 
Find basic information about the Axiom Balanced Growth Portfolio Class F 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 0P000075XI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.29%
Prev. Close22.66
Risk Rating
TTM Yield2.11%
ROE18.04%
IssuerCIBC Asset Management
Turnover2.78%
ROA6.85%
Inception DateApr 22, 2005
Total Assets188.65M
ExpensesN/A
Min. Investment500
Market Cap72.08B
CategoryCanadian Equity Balanced
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Axiom Balanced Growth Portfolio Class F Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1119 1027 1221 1123 1379 1810
Fund Return 11.85% 2.68% 22.1% 3.95% 6.64% 6.11%
Place in category 162 125 157 240 190 86
% in Category 58 48 56 80 69 42

Top Equity Funds by CIBC Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Axiom Global Growth Portfolio Elite 62.62M 13.30 3.87 7.33
  Axiom Global Growth Portfolio Class 62.62M 13.68 4.27 7.71
  Axiom Foreign Growth Portfolio 11.44M 13.32 3.24 7.56
  Axiom Foreign Growth Portfolio Clas 11.44M 13.30 3.24 7.60

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 Canad Growth Bal PW CAD 5.42B 8.01 2.51 7.28
  Mackenzie Canadian Growth Bal D 5.42B 8.86 3.43 8.10
  Mackenzie Canadian Growth Bal T8 5.42B 7.79 2.25 7.06

Top Holdings

Name ISIN Weight % Last Change %
Renaissance Cdn Equity Private Pool - 32.25 - -
Renaissance Cdn Fixed Income Priv Pool - 29.47 - -
Renaissance U.S. Equity Pri Pool - 12.02 - -
Renaissance Intl Equity Private Pool - 8.03 - -
Renaissance Equity Income Private Pool - 8.03 - -

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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