Canada markets open in 49 minutes

North Growth Canadian Equity Series D (0P0000WGD4.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
24.53-0.34 (-1.35%)
At close: 04:00PM EDT

North Growth Canadian Equity Series D

505 Burrard Street

Suite 830

PO Box 56

Management Information
Cynthia Yen,Lead Manager since June 14, 2012
Cynthia is a portfolio manager specializing in US equities. She joined the North Growth portfolio management team in October 2003. Prior to joining North Growth, Cynthia was an associate portfolio manager with TAL Global Asset Management. This followed several years of working as a research associate for Sprott Securities Ltd. and Lévesque Beaubien Geoffrion Inc. Cynthia holds a Bachelor of Commerce degree with a major in finance.
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

CategoryCanadian Small/Mid Cap Equity
Fund FamilyNorth Growth Management Ltd
Net Assets54.88M
YTD Return-13.93%
Morningstar Rating★★★★★
Inception DateJun 28, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover18.75%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WGD4.TOCategory Average
Annual Report Expense Ratio (net)1.00%1.90%
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