IA Clarington US Dividend Growth P (F00000UQ2H.TO)
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IA Clarington US Dividend Growth P
522 University Avenue
Suite 700
800-530-0204
Management Information
Pierre Trottier,Lead Manager since November 25, 2012
Pierre joined Industrial Alliance Investment Management Inc. ("IAIM") in 2006 as portfolio manager for U.S. equities and is currently portfolio manager of the IA Clarington U.S. Dividend Growth Fund and IA Clarington U.S. Dividend Growth Registered Fund. Pierre has a bachelor's degree in Actuarial Sciences from Laval University and an MBA in Finance from Laval and the University of South Florida. He was awarded the CFA charter in 1998.
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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 FamilyIA Clarington Investments Inc
Net Assets335.33M
YTD Return4.97%
Yield0.00%
Morningstar RatingN/A1
Inception DateNov 2, 2014
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover178.15%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000UQ2H.TOCategory Average
Annual Report Expense Ratio (net)0.21%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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