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Tangerine Balanced Portfolio (F000000S68.TO)

YHD - YHD Delayed Price. Currency in CAD
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14.64-0.07 (-0.48%)
As of 06:07PM EDT. Market open.

Tangerine Balanced Portfolio

111 Gordon Baker Road, Suite 200

877-700-1737
Management Information
Not Disclosed,Lead Manager since January 1, 2008
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Neutral Balanced
Fund FamilyTangerine Investment Management Inc
Net Assets1.03B
YTD Return5.29%
Yield1.74%
Morningstar Rating★★★★
Inception DateJan 1, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover14.96%
Average for CategoryN/A

Fees & Expenses

ExpenseF000000S68.TOCategory Average
Annual Report Expense Ratio (net)1.07%1.76%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A