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Purpose Best Ideas Fund - Series XUA (0P0001HCZR.TO)

Toronto - Toronto Delayed Price. Currency in CAD
31.840.00 (0.00%)
At close: 03:00PM EST

Purpose Best Ideas Fund - Series XUA

Purpose Investments Inc.

Suite 1700, P.O. Box 83 Toronto, ON

M5H 3P5

Management Information
Not Disclosed,Lead Manager since April 28, 2014
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

CategoryNorth American Equity
Fund FamilyPurpose Investments Inc.
Net Assets50.44M
YTD Return-40.14%
Morningstar Rating★★★
Inception DateSep 23, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover95.29%
Average for CategoryN/A

Fees & Expenses

Expense0P0001HCZR.TOCategory Average
Annual Report Expense Ratio (net)2.44%1.90%
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