(As of 3/31/2024)

Common Sense Asset Builder Fund VII

(2035+ Target Date Portfolio)
FundGrade A+® Rating recipient
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2019





Inception Return
(12/1/2014)
4.22 %
YTD Return 3.26 %
NAVPS
(4/19/2024)
$8.45
Change $0.01 / 0.17 %
Growth of $10,000 (As of March 31, 2024)
MER 2.57 %
Assets ($mil) -
Rank (1Yr) 44/53
Std Dev (3Yr) 11.04 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.75 %
Sales Status Open
 
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 2.44 3.26 16.67 3.26 11.74 2.95 3.61 -   
Benchmark 2.30 7.76 16.43 7.76 17.03 6.28 8.09 8.79
Quartile Ranking 2 4 1 4 4 4 4 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 11.28 -15.56 7.95 7.64 15.90 -4.40 6.54 7.38 1.29 -     
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 1 4 4 4 1 2 3 3 4 -

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