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IA Wealth Moderate Portfolio B (0P00017USQ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.210.00 (0.00%)
As of 03:00PM EST. Market open.

IA Wealth Moderate Portfolio B

522 University Avenue

Suite 700

416 860 9880
Management Information
,Lead Manager since November 3, 2019
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

Fund FamilyIA Clarington Investments Inc
Net Assets61.97M
YTD Return-0.37%
Morningstar Rating
Inception DateApr 18, 2016

Fund Operations

Last Dividend0.07
Last Cap GainN/A
Holdings Turnover141.43%
Average for CategoryN/A

Fees & Expenses

Expense0P00017USQ.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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