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Edgepoint Cdn Growth & Income Port Sr B (0P0000JO4P)

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EdgePoint Cdn Growth Income Port Sr B historical data, for real-time data please try another search
26.267 +0.190    +0.74%
29/12 - Delayed Data. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.9B
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
EdgePoint Cdn Growth Income Port Sr B 26.267 +0.190 +0.74%

0P0000JO4P Overview

 
Find basic information about the Edgepoint Cdn Growth & Income Port Sr B 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 0P0000JO4P MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0%
Prev. Close26.073
Risk Rating
TTM Yield0%
ROE15.70%
IssuerEdgePoint Wealth Management Inc
Turnover19.38%
ROA4.71%
Inception DateNov 17, 2008
Total Assets1.9B
ExpensesN/A
Min. Investment20,000
Market Cap4.52B
CategoryCanadian Equity Balanced
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Edgepoint Cdn Growth & Income Port Sr B Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1253 1049 1253 1458 1405 2258
Fund Return 25.29% 4.92% 25.29% 13.39% 7.04% 8.48%
Place in category - - - - - -
% in Category 22 51 22 43 70 36

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.37B 5.99 6.13 8.97
  EdgePoint Glbl Port non HST Sr F 12.37B 6.26 7.25 10.13
  EdgePoint Global Portfolio Series A 12.37B 5.94 5.96 8.80
  EdgePoint Global Portfolio Series F 12.37B 6.24 7.17 10.04
  EdgePoint Glbl Gr Inc Pt non HST A 9.73B 4.41 5.60 7.35

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.4B 5.41 6.53 5.46
  Investors Dividend U 6.4B 5.40 6.51 5.45
  Mackenzie Canadian Growth Bal A CAD 5.39B 3.55 3.65 7.61
  Mackenzie Canadian Growth Bal PWX 5.39B 4.13 6.05 10.11
  Mackenzie Canad Growth Bal PW CAD 5.39B 3.61 3.90 7.85

Top Holdings

Name ISIN Weight % Last Change %
AutoCanada Inc - 4.02 - -
Fairfax Financial Holdings Ltd Shs Subord.Vtg - 3.52 - -
Onex Corp Shs Subord.Voting - 3.41 - -
Osisko Gold Royalties Ltd - 3.15 - -
Restaurant Brands International Inc - 2.96 - -

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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