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Sun Life Tactical Equity ETF Port I (0P0001EW4M.TO)

Toronto - Toronto Delayed Price. Currency in CAD
12.67+0.05 (+0.39%)
At close: 03:00PM EST

Sun Life Tactical Equity ETF Port I

150 King St West

Management Information
,Lead Manager since September 30, 2021
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 FamilySLGI Asset Management Inc
Net Assets22.11M
YTD Return0.62%
Morningstar Rating★★★
Inception DateOct 25, 2018

Fund Operations

Last Dividend0.27
Last Cap GainN/A
Holdings Turnover54.08%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EW4M.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