Dynamic Financial Services Fund Series A
NAVPS
NAVPS:$27.39
Change
$0.20 (0.72%)
More information on FundGrade
Dynamic Financial Services Fund Series A
Compare to:
Inception Return
(03-31-1997)
8.46%
YTD Return
5.75%
NAVPS
(03-27-2024)
$27.39
$0.20
(0.72%)
MER
2.45%
Assets ($mil)
$320
1 Yr Return
11.71%
Registered Plan Eligible
Yes
Load
Choice of Front or Back
CIFSC Category
Financial Services Equity
Share Class
Commission Based Advice
Fund Codes
DYN301(BE), DYN201(FE), DYN211(LL)
FUNDGRADE
Classification
Mutual
Legal Status
Trust
Sales Status
Open
Currency
CAD
Start Date
March 31, 1997
Distribution Frequency
Quarterly
Dynamic Financial Services Fund seeks to maximize return over the long-term in a manner consistent with the preservation of capital through investments primarily in Canadian companies that are involved in the financial services and wealth management sectors.
The Fund emphasizes investments in shares of Canadian and select international companies that are involved in the financial services and wealth management industries, including banks, asset managers and insurance companies. The Fund seeks to maximize long-term returns by investing in quality companies with strong earnings growth prospects at attractive valuations. In-depth fundamental analysis, based on specialized industry knowledge, is performed to identify appropriate investment opportunities
Inception Return
(03-31-1997)
8.46%
YTD Return
5.75%
FundGrade
NAVPS (03-27-2024)
$27.39
$0.20
/
0.72%
Best Month
15.47%
Worst Month
-22.21%