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Edgepoint Glbl Gr & Inc Pt (non-hst)a(n) (0P0000PTRY)

Toronto

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28.574 -0.210 -0.72%

15/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 10.1B

Type: Fund

Market: Canada

Issuer: EdgePoint Wealth Management Inc

Asset Class: Equity

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0P0000PTRY Overview

Find basic information about the Edgepoint Glbl Gr & Inc Pt (non-hst)a(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 0P0000PTRY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.61%

Prev. Close28.781

Risk Rating

TTM Yield0.99%

ROE15.06%

IssuerEdgePoint Wealth Management Inc

Turnover16.84%

ROA6.64%

Inception DateAug 03, 2010

Total Assets10.1B

ExpensesN/A

Min. Investment20,000

Market Cap27.9B

CategoryGlobal Equity Balanced

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Edgepoint Glbl Gr & Inc Pt (non-hst)a(n) 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	1082	1011	1165	1168	1325	2028
Fund Return	8.18%	1.1%	16.47%	5.32%	5.79%	7.32%
Place in category	1202	1118	1155	388	738	152
% in Category	98	90	96	39	79	28

Top Equity Funds by EdgePoint Wealth Management Inc

Name	Total Assets	YTD%	3Y%	10Y%
EdgePoint Glbl Port non HST Sr A	12.59B	8.80	5.34	8.75
EdgePoint Glbl Port non HST Sr F	12.59B	9.76	6.45	9.90
EdgePoint Global Portfolio Series A	12.59B	8.65	5.17	8.58
EdgePoint Global Portfolio Series F	12.59B	9.69	6.37	9.82
EdgePoint Glbl Gr Inc Pt non HST F	10.1B	9.14	6.44	8.46

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	17.75B	14.95	5.25	7.83
RBC Sel Gr Port Sr T5	17.75B	13.99	4.19	6.74
RBC Sel Gr Port Sr A CAD	17.75B	13.98	4.19	6.74
EdgePoint Glbl Gr Inc Pt non HST F	10.1B	9.14	6.44	8.46
EdgePoint Global Growth Inc Port A	10.1B	8.04	5.15	7.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berry Global	US08579W1036	3.14	66.80	+0.71%
Norfolk Southern	US6558441084	2.90	261.26	-1.32%
Dollar Tree	US2567461080	2.70	64.20	-2.24%
Elevance Health	US0367521038	2.66	400.69	-1.56%
Fairfax Financial	CA3039011026	2.58	1,915.00	-0.45%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	EdgePoint Glbl Gr.	28.574	-0.210	-0.72%