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Gwl Balanced (beutel Goodman) 75/100 (ps1) (0P0000W7VY)

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23.372 +0.040    +0.16%
27/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 216.28M
GWL Balanced B75/100 PS1 23.372 +0.040 +0.16%

0P0000W7VY Overview

 
Find basic information about the Gwl Balanced (beutel Goodman) 75/100 (ps1) 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 0P0000W7VY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.45%
Prev. Close23.334
Risk Rating
TTM Yield0%
ROE20.05%
IssuerN/A
Turnover44.31%
ROA4.94%
Inception DateMay 14, 2012
Total Assets216.28M
ExpensesN/A
Min. Investment100,000
Market Cap44.46B
CategoryCanadian Equity Balanced
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Gwl Balanced (beutel Goodman) 75/100 (ps1) Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1088 1013 1200 1131 1306 1676
Fund Return 8.78% 1.32% 19.95% 4.19% 5.48% 5.3%
Place in category 534 498 405 294 399 74
% in Category 85 81 59 39 75 20

Top Equity Funds by Great West Life Assurance Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  GWL Dividend G 75 75 PS1 361.68M 12.33 5.82 5.96
  GWL Canadian Equity G 75 75 PS1 262.03M 13.50 6.38 6.40
  GWL Balanced B 100 100 216.28M 8.27 3.60 4.71
  GWL Balanced B 75 100 216.28M 8.41 3.76 4.87
  GWL Balanced B 75 75 216.28M 8.61 4.00 5.04

Top Funds for Canadian Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investors Dividend TU 6.65B 13.56 5.84 5.83
  Investors Dividend U 6.65B 13.55 5.82 5.82
  Mackenzie Canad Growth Bal PW CAD 5.42B 8.01 2.51 7.28
  Mackenzie Canadian Growth Bal D 5.42B 8.86 3.43 8.10
  Mackenzie Canadian Growth Bal T8 5.42B 7.79 2.25 7.06

Top Holdings

Name ISIN Weight % Last Change %
  RBC CA7800871021 3.35 125.27 +0.90%
Canada (Government of) 3% - 2.66 - -
  Toronto Dominion Bank CA8911605092 2.64 79.08 +0.57%
  RB Global CA74935Q1072 1.76 97.68 +0.18%
  Bank of Montreal CA0636711016 1.64 133.21 +0.29%

Technical Summary

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