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Hillsdale US Small Cap Eq Srs A CA$ U$H (0P0001HG8J.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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24.15-0.09 (-0.36%)
As of 04:00PM EDT. Market open.

Hillsdale US Small Cap Eq Srs A CA$ U$H

TD Centre, P.O. Box 228

100 Wellington Street West, Suite 2100

416 913 3900
Management Information
,Lead Manager since September 14, 2021
Mr. Chen is responsible for co-managing Hillsdale's investment and research activities, with a particular focus on US and Global markets. Prior to joining Hillsdale, Mr. Chen worked for 10 years at the Canada Pension Plan Investment Board, most recently in the Quantitative Strategies and Risk Premia Group. As a Senior Portfolio Manager, he led the Quantitative Equities Portfolio Management team deploying systematic strategies globally. He has over 20 years experience in financial and quantiative analysis and graduated from the University of California, Davis, with a B.Sc.
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

CategoryN/A
Fund FamilyHillsdale Investment Management Inc.
Net Assets3.98M
YTD Return2.83%
Yield0.00%
Morningstar Rating★★
Inception DateFeb 1, 1996

Fund Operations

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

Fees & Expenses

Expense0P0001HG8J.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