• Fund Type: Fund of Funds
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

Counsel Balanced Portfolio

+ Add to Watchlist

COUBALPE:CN

14.79 CAD 0.03 0.19%

As of 07:59:30 ET on 09/19/2014.

Snapshot for Counsel Balanced Portfolio (COUBALPE)

Year To Date: +5.88% 3-Month: -0.28% 3-Year: +8.20% 52-Week Range: 13.31 - 15.00
1-Month: -0.89% 1-Year: +10.25% 5-Year: +5.97% Beta vs MXWO: 0.63

Mutual Fund Chart for COUBALPE

No chart data available.
  • COUBALPE:CN 14.79
  • 1M
  • 1Y
Interactive COUBALPE Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for COUBALPE

Counsel Balanced Portfolio is an open-end fund incorporated in Canada. The Fund seeks to achieve a balance between income and long-term capital growth. The Fund invests in certain Canadian, US and international equity and fixed income mutual funds.

Inception Date: 02-13-2006 Telephone: 1-905-625-9885
Managers: THOMAS F MARSICO "TOM"
Web Site: www.counselwealth.com

Fundamentals for COUBALPE

NAV (on 2014-09-19) 14.79
Assets (M) (on 2014-08-29) 1,097.65
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for COUBALPE

No dividends reported

Fees & Expenses for COUBALPE

Front Load -
Back Load -
Current Mgmt Fee -
Redemption Fee -
12b1 Fee -
Expense Ratio -

Top Fund Holdings for COUBALPE

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil