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Edgepoint Cdn Gr & Inc Pt (non-hst) F(n) (0P0000PTRZ)

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31.826 +0.210    +0.66%
21/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 3.07B
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
EdgePoint Cdn Gr Inc Pt non-HST FN 31.826 +0.210 +0.66%

0P0000PTRZ Overview

 
Find basic information about the Edgepoint Cdn Gr & Inc Pt (non-hst) F(n) 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 0P0000PTRZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.49%
Prev. Close31.616
Risk Rating
TTM Yield2.12%
ROE13.07%
IssuerEdgePoint Wealth Management Inc
Turnover12.79%
ROA4.17%
Inception DateAug 03, 2010
Total Assets3.07B
ExpensesN/A
Min. Investment20,000
Market Cap7.38B
CategoryCanadian Equity Balanced
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Edgepoint Cdn Gr & Inc Pt (non-hst) F(n) Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 1022 1213 1396 1829 2459
Fund Return 14.61% 2.21% 21.34% 11.76% 12.83% 9.41%
Place in category 30 207 205 1 2 2
% in Category 15 69 69 1 1 1

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Global Portfolio Series F 12.75B 9.69 6.37 9.82
  EdgePoint Glbl Port non HST Sr A 12.75B 8.80 5.34 8.75
  EdgePoint Glbl Port non HST Sr F 12.75B 9.76 6.45 9.90
  EdgePoint Global Portfolio Series A 12.75B 8.65 5.17 8.58
  EdgePoint Glbl Gr Inc Pt non HST A 10.2B 8.18 5.32 7.32

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 A CAD 5.42B 7.79 2.26 7.06
  Mackenzie Canadian Growth Bal PWX 5.42B 9.89 4.64 9.54
  Mackenzie Canad Growth Bal PW CAD 5.42B 8.01 2.51 7.28

Top Holdings

Name ISIN Weight % Last Change %
  Fairfax Financial CA3039011026 5.88 1,959.23 +0.45%
  Osisko Gold Ro CA68827L1013 4.20 27.72 -0.04%
  Constellation Software CA21037X1006 3.19 4,644.55 +3.14%
  Restaurant Brands Int CA76131D1033 3.05 69.78 +0.53%
  CES Energy CA15713J1049 2.63 9.730 +2.10%

Technical Summary

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