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Compass Conservative Balanced Port Sr O

ATB202
17.79
+0.03
+0.15%
2017-10-17
5 Years
  • Previous Close

    17.76

  • Net Assets

    1.01B

  • Yield

    2.76%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income Balanced

  • Morningstar Risk

    Above Average

  • 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 and some income while reducing short-term volatility by investing in a balanced portfolio of fixed income and equity securities, with a bias towards fixed income securities.

Purchase Information

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

Inception

2002-12-11

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