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Compass Balanced Growth Portfolio (0P000072DV)

Toronto

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28.242 +0.140 +0.48%

22/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 3.79B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Equity

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0P000072DV Overview

Find basic information about the Compass Balanced Growth 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 0P000072DV 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 Change7.27%

Prev. Close28.106

Risk Rating

TTM Yield1.15%

ROE22.16%

IssuerATB Investment Management

Turnover13.34%

ROA7.56%

Inception DateDec 11, 2002

Total Assets3.79B

ExpensesN/A

Min. Investment100

Market Cap44.24B

CategoryGlobal Equity Balanced

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Compass Balanced Growth Portfolio Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

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	1100	1010	1192	1099	1402	1901
Fund Return	9.95%	1.01%	19.16%	3.21%	6.99%	6.63%
Place in category	1126	1137	1098	829	470	233
% in Category	92	92	91	76	49	43

Top Equity Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Balanced Growth Portfolio F		3.79B	10.96	4.30	7.76

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 A	10.24B	8.18	5.32	7.32
EdgePoint Glbl Gr Inc Pt non HST F	10.24B	9.14	6.44	8.46

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 .	28.242	+0.140	+0.48%