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Dynamic Global All Terrain Fund I (0P0001707V.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.740.00 (0.00%)
At close: 03:00PM EST
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Dynamic Global All Terrain Fund I

1 Adelaide Street East

29th Floor

800-268-8186
Management Information
Myles Zyblock,Lead Manager since September 13, 2015
Myles Zyblock joined Dynamic in 2013 as the Chief Investment Strategist working closely with Dynamic's portfolio management team. His expertise spans across multiple asset classes and geographic regions. He brings with him 17 years of experience in guiding and advising on asset allocation for a diverse set of institutional and retail advisors across North America, Europe and Asia. Myles has a M.A. in Economics from Queens University and is a CFA charter holder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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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

CategoryTactical Balanced
Fund FamilyDynamic Funds
Net Assets11.84M
YTD Return-16.66%
Yield3.58%
Morningstar Rating★★★★
Inception DateSep 10, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover495.31%
Average for CategoryN/A

Fees & Expenses

Expense0P0001707V.TOCategory Average
Annual Report Expense Ratio (net)0.33%1.74%
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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