Dynamic Strategic Energy Class Series IP (F00000H0H1.TO)
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Dynamic Strategic Energy Class Series IP
1 Adelaide Street East
29th Floor
800-268-8186
Management Information
Jennifer Stevenson,Lead Manager since August 8, 2010
Jennifer Stevenson joined Dynamic in 2010. She brings 24 years of experience in the energy sector, most recently in the role of Managing Director, Portfolio Management at a Calgary-based investment management company. She has an Advanced Certificate in Petroleum Land Contract Administration, a Master of Business Administration in finance from the University of Alberta and a Bachelor of Commerce degree in Marketing & Finance from the University of Calgary.
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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
CategoryEnergy Equity
Fund FamilyDynamic Funds
Net Assets18.05M
YTD Return8.09%
Yield1.78%
Morningstar Rating★★★★
Inception DateJan 6, 2011
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover61.64%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000H0H1.TOCategory Average
Annual Report Expense Ratio (net)0.12%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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