Compass Maximum Growth Fund Quote
| 0P0000G368 | CAD 47.72 0.06 0.13% |
PerformanceWeakest
| Odds Of DistressLow
|
Compass Maximum is trading at 47.72 as of the 2nd of January 2026. This is a 0.13% down since the beginning of the trading day. The fund's lowest day price was 47.72. Compass Maximum has less than a 12 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of December 2025 and ending today, the 2nd of January 2026. Click here to learn more.
To provide investors with long-term capital appreciation by investing in a diversified portfolio of equity securities. Compass Maximum is traded on Toronto Stock Exchange in Canada. More on Compass Maximum Growth
Moving together with Compass Fund
| 0.77 | 0P00012UCU | RBC Global Equity | PairCorr |
| 0.74 | 0P0001C8AE | Fidelity Global Inno | PairCorr |
| 0.64 | 0P000072UA | Invesco Global Companies | PairCorr |
| 0.94 | 0P0000MOTX | Manulife Global Equity | PairCorr |
Compass Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Compass Maximum's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Compass Maximum or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Commodities Funds, Large Growth Funds, Global Equity, ATB Investment Management (View all Sectors) |
| Beta In Three Year | 1.01 |
| Startdate | 1st of September 2004 |
Compass Maximum Growth [0P0000G368] is traded in Canada and was established 2nd of January 2026. The fund is listed under Global Equity category and is part of ATB Investment Management family. The entity is thematically classified as Commodities Funds. Compass Maximum Growth presently has accumulated 220.76 M in total net assets with minimum initial investment of 100 K. , while the total return for the last 3 years was 3.54%.
Check Compass Maximum Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Compass Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Compass Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Compass Maximum Growth Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Compass Maximum Growth Fund Constituents
| BMO | Bank of Montreal | Stock | Financials | |
| ALA | AltaGas | Stock | Energy | |
| IAG | iA Financial | Stock | Financials | |
| RY | Royal Bank of | Stock | Financials | |
| ZEA | BMO MSCI EAFE | Etf | International Equity | |
| ZSP | BMO SP 500 | Etf | US Equity |
Compass Maximum Growth Risk Profiles
Although Compass Maximum's alpha and beta are two of the key measurements used to evaluate Compass Maximum's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4517 | |||
| Semi Deviation | 0.5547 | |||
| Standard Deviation | 0.5506 | |||
| Variance | 0.3032 |
Compass Maximum Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in Compass Maximum without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Efficient Frontier Now
Efficient FrontierPlot and analyze your portfolio and positions against risk-return landscape of the market. |
| All Next | Launch Module |
Other Information on Investing in Compass Fund
Compass Maximum financial ratios help investors to determine whether Compass Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Compass with respect to the benefits of owning Compass Maximum security.
| Transaction History View history of all your transactions and understand their impact on performance | |
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| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |