Dynamic Energy Income I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-572-0968
| Category: | Natural Resources | | Fund Family: | BHR Institutional | | Net Assets: | 550.00K | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Aug-09 |
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Andrew Taylor
Lead Manager since
02-Mar-09 | | | Andrew Taylor joined Goodman & Company, Investment Counsel in 2004 as an oil and gas analyst. He gained extensive analytical experience in the industrial products and oil and gas sectors as well as different geographic regions while at various buy and sell side firms. In 2007 he became co-manager of Dynamic Focus+ Energy Income Trust Fund and lead manager of Dynamic Global Energy Class. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to achieve high income generation and long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of energy and utility companies. It intends to invest primarily in U.S. and foreign energy and utility companies, and in the equity securities of Canadian energy and utility income trusts to the extent permitted by applicable law. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 170.43% |
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| Expense | DWEIX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.39% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.03% | | Max Deferred Sales Load: | %
| 2.24% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $650 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,035 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,117 |
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