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Compass Growth Portfolio Series O

ATB205
25.76
+0.17
+0.67%
2017-10-20
5 Years
  • Previous Close

    25.59

  • Net Assets

    284.58M

  • Yield

    1.98%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

ATB Investment Management

Fund Style

Open

Fund Manager

Gene Hochachka

Investment Style

Large Blend

To provide investors with long-term capital appreciation by investing in a diversified portfolio of primarily equity securities, with some fixed income securities to reduce volatility.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 100,000

Inception

2002-12-11

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