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Dynamic Strategic Resource Class Series IP (0P0000ZMX4.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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12.70+0.14 (+1.15%)
At close: 3:00PM EST

Dynamic Strategic Resource Class Series IP

1 Adelaide Street East

29th Floor

Management Information
Jennifer Stevenson,Lead Manager since November 23, 2011
Jennifer Stevenson joined Dynamic in 2010. She brings 24 years of experience in the energy sector, most recently in the role of Managing Director, Portfolio Management at a Calgary-based investment management company. She has an Advanced Certificate in Petroleum Land Contract Administration, a Master of Business Administration in finance from the University of Alberta and a Bachelor of Commerce degree in Marketing & Finance from the University of Calgary.
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

CategoryNatural Resources Equity
Fund FamilyDynamic Funds
Net Assets48.35M
YTD Return-5.13%
Morningstar Rating★★★★
Inception DateNov. 23, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover80.86%
Average for CategoryN/A

Fees & Expenses

Expense0P0000ZMX4.TOCategory Average
Annual Report Expense Ratio (net)-0.65%2.34%
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