U.S. markets open in 6 hours 3 minutes

iA Allo act mond séc PER75100F (0P0001IO9R.TO)

Toronto - Toronto Delayed Price. Currency in CAD
10.55-0.01 (-0.06%)
At close: 04:00PM EDT

iA Allo act mond séc PER75100F

1080 Grande Allee Ouest

418 684-5000
Management Information
,Lead Manager since August 30, 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
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.
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 FamilyIndustrial Alliance Insurance and Fin
Net Assets60.49M
YTD Return1.58%
Morningstar Rating★★★
Inception DateOct 28, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover40.20%
Average for CategoryN/A

Fees & Expenses

Expense0P0001IO9R.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