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Edgepoint Global Growth & Inc Port Sr F (0P0000JO4O)

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28.686 +0.080    +0.27%
20/11 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 10.11B
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
EdgePoint Global Growth Inc Port Sr F 28.686 +0.080 +0.27%

0P0000JO4O Overview

 
Find basic information about the Edgepoint Global Growth & Inc Port Sr F 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 0P0000JO4O MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.23%
Prev. Close28.608
Risk Rating
TTM Yield1.92%
ROE15.06%
IssuerEdgePoint Wealth Management Inc
Turnover16.84%
ROA6.64%
Inception DateNov 17, 2008
Total Assets10.11B
ExpensesN/A
Min. Investment20,000
Market Cap27.9B
CategoryGlobal Equity Balanced
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Edgepoint Global Growth & Inc Port Sr F Analysis


Performance

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Condition

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%

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 1013 1176 1204 1393 2239
Fund Return 9.09% 1.35% 17.64% 6.38% 6.85% 8.39%
Place in category 1173 1050 1136 207 513 56
% in Category 96 86 94 20 54 9

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating 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 A 10.11B 8.18 5.32 7.32

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 17.76B 14.95 5.25 7.83
  RBC Sel Gr Port Sr T5 17.76B 13.99 4.19 6.74
  RBC Sel Gr Port Sr A CAD 17.76B 13.98 4.19 6.74
  EdgePoint Glbl Gr Inc Pt non HST A 10.11B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.11B 9.14 6.44 8.46

Top Holdings

Name ISIN Weight % Last Change %
  Berry Global US08579W1036 3.14 70.51 +2.18%
  Norfolk Southern US6558441084 2.90 261.38 +0.95%
  Dollar Tree US2567461080 2.70 65.44 +3.59%
  Elevance Health US0367521038 2.66 400.89 +0.86%
  Fairfax Financial CA3039011026 2.58 1,958.40 +0.41%

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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