PH&N US Multi-Style All-Cap Equity FdAdv (F00000LHWW.TO)
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PH&N US Multi-Style All-Cap Equity FdAdv
155 Wellington Street West - 21st Floor
800-661-6141
Management Information
Sarah Riopelle,Lead Manager since April 8, 2015
Sarah Riopelle is Vice President and Senior Portfolio Manager, Investment Solutions. Sarah began her investment career in 1996. She is a member of the RBC Investment Strategy Committee and is responsible for the firm's Portfolio Solutions. Sarah has a Bachelor of Commerce in Finance and International Management from the University of Ottawa and is a CFA charter holder.
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
CategoryUS Equity
Fund FamilyRBC Global Asset Management Inc.
Net Assets4.12B
YTD Return8.40%
Yield0.00%
Morningstar Rating★★★
Inception DateOct 31, 2010
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover91.40%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000LHWW.TOCategory Average
Annual Report Expense Ratio (net)1.85%1.70%
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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