(As of 12/31/2022)

Common Sense Asset Builder Fund V

(2035+ Target Date Portfolio)
FundGrade A+® Rating recipient
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Inception Return
(2/9/1994)
6.11 %
YTD Return -12.54 %
NAVPS
(2/6/2023)
$28.84
Change ($0.19) / -0.66 %
Growth of $10,000 (As of December 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 51/53
Std Dev (3Yr) 9.17 %
Volatility Ranking (3Yr) 4/10
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 December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.36 4.16 4.31 -12.54 -12.54 0.43 2.08 4.27
Benchmark -2.54 7.23 6.38 -12.03 -12.03 3.18 5.17 9.45
Quartile Ranking 4 4 4 4 4 4 4 4

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -12.54 8.36 6.88 13.62 -3.69 6.70 6.66 0.43 14.07 5.10
Benchmark -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73
Quartile Ranking 4 4 4 2 1 2 3 4 1 4

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