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Empire Life Emblem Growth Port GIF U (0P0001DF7D.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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9.39-0.06 (-0.63%)
As of 4:00PM EDT. Market open.

Empire Life Emblem Growth Port GIF U

259 King Street East

877-548-1881
Management Information
Geoff Johnston,Lead Manager since November 2, 2014
Jennifer Law joined CIBC Asset Management Inc. in May 2003. Ms. Law is a member of the Global Equity group, operating from within the firms Investment Management Platform, and is responsible for the Canadian equity small cap growth product. She is also a CFA charterholder.
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

CategoryCanadian Equity Balanced
Fund FamilyThe Empire Life Insurance Co
Net Assets165.77M
YTD Return-10.78%
Yield0.00%
Morningstar RatingN/A1
Inception DateMay 27, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover7.29%
Average for CategoryN/A

Fees & Expenses

Expense0P0001DF7D.TOCategory Average
Annual Report Expense Ratio (net)1.38%1.86%
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