YHD - Delayed Quote • CAD
EdgePoint Cdn Gr & Inc Pt (non-HST) B(N) (F00000JQ6M.TO)
At close: June 28 at 6:07 PM EDT
Loading Chart for F00000JQ6M.TO
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20.97 - YTD Return 8.47%
- Expense Ratio 2.11%
- Category Canadian Equity Balanced
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 1.28B
- Beta (5Y Monthly) 0.99
- Yield 0.55%
- 5y Average Return --
- Holdings Turnover 22.03%
- Last Dividend 0.00
- Inception Date Aug 3, 2010
The Fund’s objective is to provide a combination of long-term capital appreciation and income generation by investing primarily in Canadian equity and fixedincome securities.
EdgePoint Wealth Management Inc
Fund Family
Canadian Equity Balanced
Fund Category
1.28B
Net Assets
2010-08-03
Inception Date
Performance Overview: F00000JQ6M.TO
Trailing returns as of 2/28/2019. Category is Canadian Equity Balanced.
Holdings: F00000JQ6M.TO
Top 10 Holdings (25.70% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorF00000JQ6M.TO
Financial Services 29.21%
Energy 17.50%
Real Estate 12.59%
Technology 12.57%
Consumer Cyclical 10.86%
Industrials 9.84%
Basic Materials 6.27%
Healthcare 0.67%
Consumer Defensive 0.49%
Communication Services 0.00%
Utilities 0.00%
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