AlphaNorth Resource Series B (F00000PLPZ.TO)
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AlphaNorth Resource Series B
333 Bay Street, Suite 630, Toronto, ON M5H 2R2
877-506-8122
Management Information
Steven Palmer,Lead Manager since February 21, 2013
.Founded AlphaNorth Asset Management in August 2007
Prior to September 2007, was Vice President – Canadian Equities at AIG Global Investment Corp. (Canada) providing both investment strategy and stock selection for the large and small cap portfolios for 9 years
Achieved Small Cap returns that were ranked #1 in performance by Morningstar Canada in their Small Cap pooled fund category (35.8% over 9 years vs. 10.0% for TSX Composite and 13.0% for BMO Small Cap Index)
Experience as a sell side analyst
Completed BA in Economics at the University of Western Ontario and is a Charter Financial Analyst (CFA)
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
CategoryMiscellaneous - Undisclosed Holdings
Fund FamilyAlphaNorth Asset Management
Net Assets638.94k
YTD Return-3.21%
Yield0.00%
Morningstar RatingN/A1
Inception DateFeb 21, 2013
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings Turnover95.88%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000PLPZ.TOCategory Average
Annual Report Expense Ratio (net)8.13%11.52%
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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