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IA Wealth Growth Portfolio L5 (0P00017UTN.TO)

Toronto - Toronto Delayed Price. Currency in CAD
8.80-0.00 (-0.03%)
At close: 04:00PM EDT

IA Wealth Growth Portfolio L5

Suite 700

522 University Avenue

416 860 9880
Management Information
,Lead Manager since April 26, 2021
Tej joined Industrial Alliance Investment Management Inc. in November of 2020 and has more than 15 years of investment management and data science expertise. He has been a portfolio manager at two global asset management firms, where he honed his expertise in quantitative investment strategies, factor-based risk budgeting, currency and equity futures trading, and advising on asset allocation for institutional clients. He was also a senior data scientist at a New York-based health care company.
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

CategoryN/A
Fund FamilyIA Clarington Investments Inc
Net Assets151.12M
YTD Return3.66%
Yield0.00%
Morningstar Rating
Inception DateApr 18, 2016

Fund Operations

Last Dividend0.05
Last Cap GainN/A
Holdings Turnover22.92%
Average for CategoryN/A

Fees & Expenses

Expense0P00017UTN.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