Purpose Occasions Spéciales B (0P0000713P.TO)
Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
As of 04:00PM EDT. Market open.
Purpose Occasions Spéciales B
77 King Street W. 21st Floor
416-583-2300
Management Information
,Lead Manager since December 29, 2019
Greg Taylor is a Portfolio Manager with the Equity team responsible for stock research, security recommendations, portfolio management and trading activities. Greg joined Aurion Capital in 1999.
Prior to Aurion Capital, Greg began his career in the investment industry as part of the acquisition and disposition team of one of Canada's largest real estate office and retail property managers.
Greg holds a Bachelor of Business Administration (Finance) from Bishop’s University and is a CFA Charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategoryN/A
Fund FamilyPurpose Investments Inc.
Net Assets22.7M
YTD Return4.57%
Yield0.00%
Morningstar Rating★
Inception DateAug 1, 1999
Fund Operations
Last Dividend0.30
Last Cap GainN/A
Holdings Turnover24.16%
Average for CategoryN/A
Fees & Expenses
Expense0P0000713P.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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
© 2024 Yahoo. All rights reserved.