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Empire Life Elite Balanced - Class H (0P0000P6S7)

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28.395 +0.020    +0.08%
17/12 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 641.5M
Empire Elite Balanced - Class H 28.395 +0.020 +0.08%

0P0000P6S7 Overview

 
Find basic information about the Empire Life Elite Balanced - Class H 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 0P0000P6S7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.99%
Prev. Close28.373
Risk Rating
TTM Yield0%
ROE16%
IssuerN/A
Turnover8.72%
ROA6.02%
Inception DateJul 14, 2010
Total Assets641.5M
ExpensesN/A
Min. Investment250,000
Market Cap74.52B
CategoryCanadian Equity Balanced
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Empire Life Elite Balanced - Class H Analysis


Performance

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Condition

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%

Frequency

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1164 1058 1196 1234 1452 1915
Fund Return 16.37% 5.76% 19.55% 7.25% 7.74% 6.71%
Place in category 162 299 230 99 99 4
% in Category 21 49 34 14 13 2

Top Equity Funds by The Empire Life Insurance Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Empire Elite Equity Class A 1.38B 19.09 8.31 6.99
  Empire Elite Equity Class B 1.38B 19.08 8.30 6.98
  Empire Elite Equity Class C 1.38B 18.68 7.89 6.55
  Empire Elite Equity Class D 1.38B 20.28 9.48 8.16
  Empire Elite Equity Class E 1.38B 19.77 9.02 7.54

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.65B 18.03 7.58 5.94
  Investors Dividend U 6.65B 18.02 7.57 5.93
  Mackenzie Canadian Growth Bal PWX 5.54B 13.99 6.35 9.51
  Mackenzie Canad Growth Bal PW CAD 5.54B 11.86 4.19 7.26
  Mackenzie Canadian Growth Bal D 5.54B 12.82 5.13 8.08

Top Holdings

Name ISIN Weight % Last Change %
Empire Life Elite Equity GIF M - 69.63 - -
Empire Life Bond GIF M - 29.45 - -
Royal Bk Of Cad 4.2% 01oct24 Td - 0.96 - -

Technical Summary

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