Investors Global Natural Res Cl J DSC (F00000OM04.TO)
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Investors Global Natural Res Cl J DSC
One Canada Centre
447 Portage Avenue
888-746-6344
Management Information
Paul McMillan,Lead Manager since December 31, 2011
M. O'Reilly possède une sérieuse expérience dans l'industrie de la gestion des placements.
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
CategoryNatural Resources Equity
Fund FamilyInvestors Group Inc
Net Assets59.98M
YTD Return5.68%
Yield0.00%
Morningstar Rating★★★★
Inception DateJul 12, 2012
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover63.11%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000OM04.TOCategory Average
Annual Report Expense Ratio (net)2.47%2.34%
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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