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Purpose Canadian Equity Growth Sr A (0P0000KWJM.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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15.46+0.12 (+0.78%)
As of 04:00PM EDT. Market open.

Purpose Canadian Equity Growth Sr A

P.O. Box 23

Suite 2400

120 Adelaide Street West

416.583.3850
Management Information
,Lead Manager since July 7, 2009
Bruce Campbell founded StoneCastle Investment Management Inc. in 2001. He has over 23 years of experience in the investment industry. Prior to founding StoneCastle Investment Management Inc., Bruce was a Portfolio Manager for some of the largest investment dealers in Canada and the USA. Bruce is a past president of the Okanagan CFA society and holds a Bachelor of Commerce degree from the University of Alberta. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.
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 FamilyPurpose Investments Inc.
Net Assets9.28M
YTD Return4.05%
Yield0.00%
Morningstar Rating★
Inception DateJul 7, 2009

Fund Operations

Last Dividend0.07
Last Cap GainN/A
Holdings Turnover202.28%
Average for CategoryN/A

Fees & Expenses

Expense0P0000KWJM.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