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Empire Life Elite Balanced - Class J (0P0000XRLE)

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22.001 +0.020    +0.07%
17/12 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 641.5M
Empire Elite Balanced - Class J 22.001 +0.020 +0.07%

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 Change14.79%
Prev. Close21.985
Risk Rating
TTM Yield0%
ROE16%
IssuerN/A
Turnover8.72%
ROA6.02%
Inception DateJan 02, 2013
Total Assets641.5M
ExpensesN/A
Min. Investment10,000
Market Cap74.52B
CategoryCanadian Equity Balanced
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Empire Life Elite Balanced - Class J Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1153 1055 1183 1195 1377 1722
Fund Return 15.26% 5.48% 18.31% 6.12% 6.6% 5.59%
Place in category 276 372 376 270 293 62
% in Category 41 61 56 37 45 17

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 Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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