Canada markets close in 1 hour 27 minutes

Capstone Traditional Equity Pool I (0P000187G2.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
17.41+0.24 (+1.37%)
As of 04:00PM EDT. Market open.

Capstone Traditional Equity Pool I

Suite 218 - 20353 64th Avenue

185-543-7710
Management Information
Glenn Murray,Lead Manager since October 30, 2014
Glenn Murray, President and Chief Investment Officer, established Capstone Asset Management Inc. in 2004. Prior to this, he honed his skills in trading and management with CIBC Wealth Management and as an Equity Analyst for a private investment firm. In the past 5 years, Glenn and his team have launched 6 Investment Funds, 5 of which are managed with Non-Traditional mandates.
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.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
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

CategoryGlobal Equity
Fund FamilyCapstone Asset Management Inc.
Net Assets24.44M
YTD Return17.18%
Yield0.00%
Morningstar RatingN/A1
Inception DateOct 30, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P000187G2.TOCategory Average
Annual Report Expense Ratio (net)0.00%1.89%
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