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Investors Income Plus Portfolio B (0P000073KX.TO)

Toronto - Toronto Delayed Price. Currency in CAD
7.20-0.01 (-0.07%)
At close: 03:00PM EST
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Investors Income Plus Portfolio B

One Canada Centre

447 Portage Avenue

888-746-6344
Management Information
Scott Waugh,Lead Manager since June 29, 2019
Scott Waugh brings a strong background to Investors Group’s Fixed Income team with many years of experience in finance and fixed income investments. Scott joined Investors Group in 1999, after working for TD Waterhouse. Scott earned his Bachelor of Commerce (Honors) degree from the University of Manitoba, and has also attained numerous investment management related designations to support his investment process. Scott is a Chartered Financial Analyst charterholder and has also earned the Canadian Investment Manager and Derivatives Market Specialist designations.
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

CategoryCanadian Fixed Income Balanced
Fund FamilyInvestors Group Inc
Net Assets2.63B
YTD Return3.77%
Yield0.94%
Morningstar Rating
Inception DateJul 27, 2003

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover8.61%
Average for CategoryN/A

Fees & Expenses

Expense0P000073KX.TOCategory Average
Annual Report Expense Ratio (net)2.32%1.54%
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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