EdgePoint - Family of Funds

 

Name	Category	1 Year	3 Year	5 Year	10 Year
EdgePoint Canadian Portfolio Series I T8	Canadian Equity	25.94
EdgePoint Canadian Portfolio Series I	Canadian Equity	25.94	27.15	13.64	12.17
EdgePoint Canadian Portfolio Series F(N) non HST	Canadian Equity	24.83	26.01	12.62	11.15
EdgePoint Canadian Pt Series F(N)T6, non HST	Canadian Equity	24.81
EdgePoint Canadian Portfolio Series FT6	Canadian Equity	24.78
EdgePoint Canadian Portfolio Series F	Canadian Equity	24.72	25.92	12.54	11.07
EdgePoint Canadian Portfolio Series A(N) non HST	Canadian Equity	23.52	24.70	11.44	9.98
EdgePoint Canadian Pt Series A(N) T6, non HST	Canadian Equity	23.47
EdgePoint Canadian Portfolio Series AT6	Canadian Equity	23.38
EdgePoint Canadian Growth & Income Portfolio I	Canadian Equity Balanced	18.29	18.56	10.65	10.18
EdgePoint Canadian Growth & Income Portfolio F(N)	Canadian Equity Balanced	17.38	17.63	9.78	9.29
EdgePoint Cdn Growth and Income Pt F(N)T4, non HST	Canadian Equity Balanced	17.36
EdgePoint Canadian Growth and Income Port FT4	Canadian Equity Balanced	17.29
EdgePoint Canadian Growth & Income Portfolio F	Canadian Equity Balanced	17.29	17.55	9.70	9.22
EdgePoint Canadian Growth & Income Portfolio A(N)	Canadian Equity Balanced	16.14	16.39	8.62	8.14
EdgePoint Cdn Growth and Income Pt A(N)T4, non HST	Canadian Equity Balanced	16.11
EdgePoint Canadian Growth & Income Portfolio AT4	Canadian Equity Balanced	16.00
EdgePoint Canadian Growth & Income Portfolio A	Canadian Equity Balanced	15.96	16.21	8.45	7.97
EdgePoint Monthly Income Portfolio Series I	Canadian Fixed Income	3.08

Last update: July 2023

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