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AGF US Small-Mid Cap Series Q (0P00013W9M.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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34.40+0.02 (+0.07%)
As of 4:00PM EDT. Market open.

AGF US Small-Mid Cap Series Q

TD Bank Tower, 66 Wellington Street West, Suite 3100

800-268-8583
Management Information
Tony Genua,Lead Manager since February 18, 2013
Tony Genua has been Portfolio Manager of AGF's U.S. Growth Portfolios since he joined AGF in 2005 and Portfolio Manager of AGF's global growth portfolios since 2011. Throughout his career in portfolio management, Tony has remained committed to his proven investment strategy that identifies leading growth companies in every cycle. Tony is also a member of the AGF Asset Allocation Committee (AAC). Tony's portfolio management experience includes retail mutual fund investments, SMA models, sub-advisory platforms and institutional portfolios.
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

CategoryUS Small/Mid Cap Equity
Fund FamilyAGF Investments Inc.
Net Assets405.36M
YTD Return6.61%
Yield0.00%
Morningstar Rating★★★★★
Inception DateApr. 16, 2014

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover73.49%
Average for CategoryN/A

Fees & Expenses

Expense0P00013W9M.TOCategory Average
Annual Report Expense Ratio (net)0.00%1.78%
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