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EdgePoint Canadian Portfolio Series A (0P0000IUYN.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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47.62-0.15 (-0.31%)
At close: 04:00PM EDT

EdgePoint Canadian Portfolio Series A

Suite 500

150 Bloor Street West

416-963-9353
Management Information
,Lead Manager since November 16, 2008
Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
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

CategoryN/A
Fund FamilyEdgePoint Wealth Management Inc
Net Assets3.09B
YTD Return9.87%
Yield0.00%
Morningstar Rating★★★★★
Inception DateNov 16, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover29.30%
Average for CategoryN/A

Fees & Expenses

Expense0P0000IUYN.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