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Edgepoint Global Portfolio Series A (0P0000IUYO)

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35.321 -0.200    -0.57%
17/04 - Delayed Data. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.09B
EdgePoint Global Portfolio Series A 35.321 -0.200 -0.57%

0P0000IUYO Overview

 
Find basic information about the Edgepoint Global Portfolio Series A 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 0P0000IUYO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.84%
Prev. Close35.523
Risk Rating
TTM Yield0%
ROE15.67%
IssuerEdgePoint Wealth Management Inc
Turnover22.77%
ROA5.87%
Inception DateNov 17, 2008
Total Assets12.09B
ExpensesN/A
Min. Investment20,000
Market Cap31.57B
CategoryGlobal Equity
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Edgepoint Global Portfolio Series A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1059 1059 1141 1190 1336 2324
Fund Return 5.94% 5.94% 14.07% 5.96% 5.96% 8.8%
Place in category 1660 1660 1396 973 1107 276
% in Category 93 93 82 68 90 47

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.09B 5.99 6.13 8.97
  EdgePoint Glbl Port non HST Sr F 12.09B 6.26 7.25 10.13
  EdgePoint Global Portfolio Series F 12.09B 6.24 7.17 10.04
  EdgePoint Glbl Gr Inc Pt non HST A 9.53B 4.41 5.60 7.35
  EdgePoint Glbl Gr Inc Pt non HST F 9.53B 4.68 6.72 8.49

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mawer Global Equity 12.88B 6.90 9.75 11.13
  Capital Group Glbal Equity Fd F CAD 12.83B 13.54 4.32 11.28
  Capital Group Glbal Equity Fd A CAD 12.83B 13.23 3.18 10.05
  Capital Group Glbal Equity Fd D CAD 12.83B 13.45 3.97 10.78
  EdgePoint Glbl Port non HST Sr A 12.09B 5.99 6.13 8.97

Top Holdings

Name ISIN Weight % Last Change %
  Dollar Tree US2567461080 6.51 122.41 -1.08%
  Mattel US5770811025 5.31 18.14 +0.47%
  Norfolk Southern US6558441084 5.23 240.97 +0.68%
  Berry Global US08579W1036 4.91 56.11 +0.30%
  Restaurant Brands Int CA76131D1033 4.57 71.36 +0.89%

Technical Summary

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