Pender Small/Mid Cap Dividend Class D (0P0001J8MA.TO)
Toronto - Toronto Delayed Price. Currency in CAD
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Pender Small/Mid Cap Dividend Class D
320 Bay Street, P.O. Box 1, 6th Floor
416-643-5000
Management Information
,Lead Manager since June 26, 2023
"Aman Budhwar is the Portfolio Manager of the Pender Small/Mid Cap Dividend Fund. He joined Pender in February 2022.
Aman is passionate about capital markets and has over 25 years of experience in the field of equity research, analysis and stock-picking. Prior to joining Pender, Aman held Senior Equity Analyst positions at leading Canadian fund and asset management firms. Prior to that, he began his career as an Investment Correspondent for India’s leading business daily. He also worked with a domestic stockbroker in Mumbai before immigrating to Canada in 2001.
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 FamilyPenderfund Capital Management Ltd
Net Assets14.95M
YTD Return-4.68%
Yield2.42%
Morningstar RatingN/A1
Inception DateJan 29, 2020
Fund Operations
Last Dividend0.14
Last Cap GainN/A
Holdings Turnover41.24%
Average for CategoryN/A
Fees & Expenses
Expense0P0001J8MA.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
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