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Dynamic Blue Chip Balanced I (0P0000KODA)

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9.440 0.001    0%
04/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 970.05M
Dynamic Blue Chip Balanced I 9.440 0.001 0%

0P0000KODA Overview

 
Find basic information about the Dynamic Blue Chip Balanced I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000KODA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.46%
Prev. Close9.44
Risk Rating
TTM Yield2.37%
ROE23.59%
IssuerN/A
Turnover88.09%
ROA7.87%
Inception DateMar 25, 2004
Total Assets970.05M
ExpensesN/A
Min. Investment10,000
Market Cap66.88B
CategoryGlobal Neutral Balanced
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Dynamic Blue Chip Balanced I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 1050 1193 1136 1479 2251
Fund Return 9.08% 4.96% 19.25% 4.33% 8.14% 8.45%
Place in category 1374 902 810 585 71 29
% in Category 90 63 55 47 6 4

Top Other Funds by Dynamic Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dynamic Strategic Yield Sr F 3.34B 10.09 4.62 5.03
  Dynamic Strategic Yield Sr I 3.34B 10.88 5.62 6.04
  DynamicEdge Balanced Grwth Port IT 1.18B 12.55 3.81 7.94
  DynamicEdge Balanced Grwth I CAD 1.18B 12.55 3.81 7.94
  Dynamic Blue Chip Balanced F 970.05M 8.24 3.27 7.32

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 57.4B 12.44 4.14 5.95
  RBC Sel Bal Port Sr F CAD 57.4B 13.26 5.15 6.99
  RBC Sel Bal Port Sr A CDA 57.4B 12.43 4.13 5.94
  Fidelity Global Balanced Portf F5 201.21M 15.28 6.42 7.65
  Fidelity Global Balanced Portf F8 41.84M 15.28 6.41 7.65

Top Holdings

Name ISIN Weight % Last Change %
1832 AM Investment Grade US Corp Bd Pl I - 12.51 - -
Canada (Government of) 3% - 6.45 - -
Canada (Government of) 1.25% - 3.44 - -
  Elevance Health US0367521038 2.90 417.86 +0.93%
  WR Berkley US0844231029 2.67 57.53 +0.05%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Sell Strong Sell Strong Buy
Summary Sell Sell Strong Buy
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