BirchLeaf Growth (BIRCHLEAFCRO.TO)
YHD - YHD Delayed Price. Currency in CAD
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BirchLeaf Growth
1649 Birchwood Drive
877 734 2500
Management Information
Robert Floyd,Lead Manager since May 31, 2000
Robert Floyd is the president of R.A. Floyd Capital Management Inc. He has over 24 years of investment experience. Mr. Floyd was Senior Vice-president, Equities with PPM Fund Managers Canada Limited until December 31, 1997, when operations ceased due to the sale of its largest client. Mr. Floyd holds an Honors BA in Politics and received his CFA designation in 1988.
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 Small/Mid Cap Equity
Fund FamilyBirchLeaf Investments Inc
Net Assets290.04k
YTD Return14.21%
Yield0.00%
Morningstar Rating★
Inception DateMay 31, 2000
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseBIRCHLEAFCRO.TOCategory Average
Annual Report Expense Ratio (net)0.00%1.90%
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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