(As of 3/31/2024)

Common Sense Asset Builder Fund V

(2035+ Target Date Portfolio)
FundGrade A+® Rating recipient
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Inception Return
(2/9/1994)
6.29 %
YTD Return 3.40 %
NAVPS
(4/19/2024)
$27.95
Change $0.03 / 0.12 %
Growth of $10,000 (As of March 31, 2024)
MER 2.51 %
Assets ($mil) -
Rank (1Yr) 51/53
Std Dev (3Yr) 9.17 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.75 %
Sales Status
 
Objective
The principal objective of the Fund is to achieve a high level of long-term growth while preserving capital.
Fund Manager

Primerica Life Insurance Company of Canada

Portfolio Manager

AGF Investments Inc.

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.27 3.40 14.75 3.40 10.46 3.29 3.85 4.58
Benchmark 2.30 7.76 16.43 7.76 17.03 6.28 8.09 8.79
Quartile Ranking 4 4 2 4 4 4 4 4

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 9.55 -12.54 8.36 6.88 13.62 -3.69 6.70 6.66 0.43 14.07
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 3 4 4 4 2 1 2 3 4 1

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