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Compass Conservative Portfolio F1 (0P0000YAEP)

Toronto

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15.488 +0.030 +0.22%

20/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 1.9B

Type: Fund

Market: Canada

Issuer: ATB Investment Management

Asset Class: Bond

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0P0000YAEP Overview

Find basic information about the Compass Conservative Portfolio F1 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 0P0000YAEP 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 Change4.83%

Prev. Close15.453

Risk Rating

TTM Yield3.13%

ROE24.69%

IssuerATB Investment Management

Turnover19.87%

ROA7.79%

Inception DateOct 31, 2011

Total Assets1.9B

ExpensesN/A

Min. Investment1,000

Market Cap64B

CategoryCanadian Fixed Income Balanced

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Compass Conservative Portfolio F1 Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

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	1094	1033	1127	1114	1327	1656
Fund Return	9.36%	3.35%	12.67%	3.66%	5.82%	5.18%
Place in category	206	206	206	90	7	7
% in Category	56	54	56	29	5	3

Top Bond Funds by ATB Investment Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Compass Conserv Balanced Portf F1		6.17B	11.25	4.38	5.91
	Compass Conservative Balanced Portf		6.17B	10.27	3.41	4.93

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F CAD	13.05B	8.75	2.29	4.03
Compass Conserv Balanced Portf F1	6.17B	11.25	4.38	5.91
Compass Conservative Balanced Portf	6.17B	10.27	3.41	4.93
TD Mgd Income Portfolio P	4.65B	10.05	1.36	3.21
TD Mgd Income Portfolio I	4.65B	9.84	1.09	2.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
BMO Government Bond ETF	-	7.90	-	-
Mawer Canadian Equity Series O	-	4.65	-	-
Mawer International Equity Series O	-	4.61	-	-
Canada (Government of) 0.5%	-	4.22	-	-
Canada (Government of) 1.5%	-	3.86	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Compass Conservat.	15.488	+0.030	+0.22%