Toronto - Delayed Quote • CAD
EdgePoint Canadian Portfolio Series B (0P0000JO4F.TO)
At close: December 29 at 3:00 PM EST
Loading Chart for 0P0000JO4F.TO
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36.93 - YTD Return 39.97%
- Expense Ratio 2.39%
- Category Canadian Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.83B
- Beta (5Y Monthly) 1.30
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 36.22%
- Last Dividend 0.00
- Inception Date Nov 17, 2008
The Fundâs objective is to provide long-term capital appreciation by investing primarily in Canadian equity securities.
EdgePoint Wealth Management Inc
Fund Family
Canadian Equity
Fund Category
1.83B
Net Assets
2008-11-17
Inception Date
Performance Overview: 0P0000JO4F.TO
Trailing returns as of 12/29/2021. Category is Canadian Equity.
Holdings: 0P0000JO4F.TO
Top 10 Holdings (47.26% of Total Assets)
SymbolCompany% Assets
Sector Weightings
Sector0P0000JO4F.TO
Financial Services 31.56%
Consumer Cyclical 16.30%
Industrials 12.83%
Energy 12.29%
Basic Materials 9.82%
Real Estate 7.38%
Technology 6.27%
Consumer Defensive 2.08%
Healthcare 1.47%
Communication Services 0.00%
Utilities 0.00%
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