Breaking News
Upgrade 0
🍎💹 This Week: Is Apple ready to pop? Key earnings numbers to watch
Ask WarrenAI
Close

Edgepoint Glbl Port (non-hst) Sr A(n) (0P0000PTRQ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
41.372 -0.344    -0.82%
29/10 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.72B
EdgePoint Glbl Port non-HST Sr AN 41.372 -0.344 -0.82%

0P0000PTRQ Overview

 
Find basic information about the Edgepoint Glbl Port (non-hst) Sr 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 0P0000PTRQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change9.84%
Prev. Close41.716
Risk Rating
TTM Yield0%
ROE13.19%
IssuerEdgePoint Wealth Management Inc
Turnover23.85%
ROA5.84%
Inception DateAug 03, 2010
Total Assets13.72B
ExpensesN/A
Min. Investment20,000
Market Cap40.89B
CategoryGlobal Equity
What is your sentiment on EdgePoint Glbl Port non-HST Sr AN?
or
Market is currently closed. Voting is open during market hours.

Edgepoint Glbl Port (non-hst) Sr A(n) Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1121 1076 1122 1544 1707 2282
Fund Return 12.11% 7.6% 12.22% 15.58% 11.28% 8.6%
Place in category 767 912 1237 1236 668 489
% in Category 43 48 68 78 49 72

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr F 13.82B 12.99 16.79 9.75
  EdgePoint Global Portfolio Series A 13.82B 11.98 15.39 8.43
  EdgePoint Global Portfolio Series F 13.82B 12.93 16.70 9.67
  EdgePoint Glbl Gr Inc Pt non HST A 11.06B 9.18 12.52 7.24
  EdgePoint Glbl Gr Inc Pt non HST F 11.06B 10.05 13.72 8.38

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Innovators Class F 22.22B 22.54 40.23 -
  Capital Group Glbal Equity Fd F CAD 15.13B 10.86 21.52 12.15
  Capital Group Glbal Equity Fd A CAD 15.13B 9.95 20.20 10.91
  Capital Group Glbal Equity Fd D CAD 15.13B 10.62 21.15 11.69
  EdgePoint Glbl Port non HST Sr F 13.82B 12.99 16.79 9.75

Top Holdings

Name ISIN Weight % Last Change %
  Norfolk Southern US6558441084 5.25 279.53 -0.31%
  SAP DE0007164600 4.77 224.300 -4.19%
  Dollar Tree US2567461080 4.74 101.33 -1.33%
  Fairfax Financial CA3039011026 4.60 2,253.87 -3.04%
  Philips NL0000009538 4.11 23.94 +2.48%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000PTRQ Comments

Write your thoughts about Edgepoint Glbl Port (non-hst) Sr A(n)
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email