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Scotia Wealth US Lrg Cap Growth Pool M (0P0001BUZQ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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17.51+0.47 (+2.78%)
At close: 04:00PM EDT

Scotia Wealth US Lrg Cap Growth Pool M

40 King Street West

16th Floor

Management Information
,Lead Manager since January 1, 2014
Dan Davidowitz, CFA, Co-Head of Team, Portfolio Manager and Analyst, is lead portfolio manager for the Focus Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2005 after spending five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, he spent 1 year as a Research Analyst at Value Line, Inc. and 5 years in the health care sector (various analytical positions) at Memorial Sloan-Kettering Cancer Center.
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

Fund FamilyScotia Asset Management
Net Assets531.64M
YTD Return7.19%
Morningstar Rating★★★
Inception DateSept 26, 2017

Fund Operations

Last Dividend0.03
Last Cap GainN/A
Holdings Turnover25.62%
Average for CategoryN/A

Fees & Expenses

Expense0P0001BUZQ.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