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Compass Balanced Portfolio F1

ATB403
20.96
-0.02
-0.11%
2017-10-19
5 Years
  • Previous Close

    20.99

  • Net Assets

    1.22B

  • Yield

    1.63%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

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

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

2011-10-31

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