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Wellington Opportunistic Fixed Income Fund S CAD Accumulating Hedged (0P0001FF10.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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10.87-0.02 (-0.21%)
As of 4:00PM EDT. Market open.

Wellington Opportunistic Fixed Income Fund S CAD Accumulating Hedged

Wellington Management

280 Congress Street

Management Information
Brian M. Garvey,Lead Manager since December 13, 2017
Brian M. Garvey Managing Director and Portfolio Manager. Managed the fund since 2020. Joined Wellington Management in 2007。 As a portfolio Senior manager, Brian contributes to the active multi-asset research effort, with a particular focus on currencies and global fixed income markets. Before joining Wellington Management in October 2007, Brian was the North American head of macro research at State Street Global Markets. Prior to State Street, he was a fixed income research analyst at Standish, Ayer & Wood, and a senior currency strategist for I.D.E.A. He started his professional career at the US Bureau of Labor Statistics as an economist. Brian received a BA in economics from Colby College (1991) and an MBA concentrating in finance/economics from Boston University (1998).
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

CategoryOther Bond
Fund FamilyWellington Management Company LLP
Net AssetsN/A
YTD Return-1.34%
Morningstar RatingN/A1
Inception DateJul. 29, 2019

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001FF10.TOCategory Average
Annual Report Expense Ratio (net)0.62%0.00%
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