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Palos Income Fund LP (PALOSINCOMEF.TO)

YHD - YHD Delayed Price. Currency in CAD
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7.78-0.11 (-1.39%)
At close: 06:07PM EDT

Palos Income Fund LP

1812 - 1 Place Ville Marie

514-397-0188
Management Information
Charles Marleau,Lead Manager since September 2, 2001
Mr. Charles Marleau is President, Co-Founder and Director of Palos Capital Corporation. He is responsible for managing and trading Funds managed by Palos Management Inc. and supervises the fund’s administration, investor relations, record keeping and compliance. Mr. Marleau graduated from McGill University with a Bachelor degree in Economics and completed the Canadian Investment Manager designation. He serves on Board of Directors of numerous private companies, a private school, and a Canadian public company. Charles Marleau is also a member of the Institutional Equity Traders Association, Mon
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

CategoryAlternative Strategies
Fund FamilyPalos Management Inc
Net Assets77.93M
YTD Return7.56%
Yield8.59%
Morningstar RatingN/A1
Inception DateSept 2, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpensePALOSINCOMEF.TOCategory Average
Annual Report Expense Ratio (net)1.60%1.94%
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