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Empire Life Elite Balanced - Class J (0P0000XRLE)

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21.595 -0.010    -0.05%
30/10 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 624.38M
Type:  Fund
Market:  Canada
Issuer:  The Empire Life Insurance Co
Asset Class:  Equity
Empire Elite Balanced - Class J 21.595 -0.010 -0.05%

0P0000XRLE Overview

 
Find basic information about the Empire Life Elite Balanced - Class J 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 0P0000XRLE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.74%
Prev. Close21.605
Risk Rating
TTM Yield0%
ROE16.07%
IssuerThe Empire Life Insurance Co
Turnover8.72%
ROA6.04%
Inception DateJan 02, 2013
Total Assets624.38M
ExpensesN/A
Min. Investment10,000
Market Cap69.35B
CategoryCanadian Equity Balanced
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Empire Life Elite Balanced - Class J Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1115 1060 1187 1169 1364 1710
Fund Return 11.55% 5.99% 18.67% 5.35% 6.4% 5.51%
Place in category 242 384 376 286 199 54
% in Category 38 54 57 37 33 14

Top Equity Funds by The Empire Life Insurance Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Empire Elite Equity Class A 1.32B 13.85 7.22 6.81
  Empire Elite Equity Class B 1.32B 13.84 7.21 6.80
  Empire Elite Equity Class C 1.32B 13.53 6.81 6.37
  Empire Elite Equity Class D 1.32B 14.78 8.39 7.99
  Empire Elite Equity Class E 1.32B 14.38 7.92 7.35

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.62B 13.44 6.99 5.81
  Investors Dividend U 6.62B 13.43 6.98 5.79
  Mackenzie Canadian Growth Bal A CAD 5.51B 8.17 3.20 7.36
  Mackenzie Canadian Growth Bal PWX 5.51B 10.06 5.60 9.85
  Mackenzie Canad Growth Bal PW CAD 5.51B 8.36 3.46 7.59

Top Holdings

Name ISIN Weight % Last Change %
Empire Life Elite Equity GIF M - 80.32 - -
Empire Life Bond GIF M - 19.61 - -
Royal Bk Of Cad 4.7% 02jul24 Td - 0.00 - -

Technical Summary

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