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Dynamicedge Balanced Grwth Port Sr It (0P0000KOD3)

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12.335 -0.005    -0.04%
04/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.18B
DynamicEdge Balanced Growth Port Sr IT 12.335 -0.005 -0.04%

0P0000KOD3 Overview

 
Find basic information about the Dynamicedge Balanced Grwth Port Sr It 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 0P0000KOD3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.29%
Prev. Close12.34
Risk Rating
TTM Yield0.67%
ROE21.05%
IssuerN/A
Turnover6.65%
ROA8.29%
Inception DateFeb 15, 2008
Total Assets1.18B
ExpensesN/A
Min. Investment10,000
Market Cap102.22B
CategoryGlobal Equity Balanced
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Dynamicedge Balanced Grwth Port Sr It Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 1051 1219 1119 1459 2146
Fund Return 12.55% 5.11% 21.87% 3.81% 7.84% 7.94%
Place in category 900 738 663 839 305 98
% in Category 73 64 57 80 33 16

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 I CAD 1.18B 12.55 3.81 7.94
  Dynamic Blue Chip Balanced F 970.05M 8.24 3.27 7.32
  Dynamic Blue Chip Balanced FT 970.05M 8.24 3.28 7.33

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CI Portfolio Series Balanced F T8 2.94B 13.44 5.32 6.15
  CI Portfolio Series Balanced F T5 2.94B 13.41 5.29 6.15
  CI Portfolio Series Balanced F 2.94B 13.38 5.28 6.14
  PH N Balanced Pension Trust A 2.14B 13.74 5.29 7.34
  PH N Balanced D 1.48B 13.15 4.48 7.12

Top Holdings

Name ISIN Weight % Last Change %
Dynamic Total Return Bond Series O - 19.18 - -
Dynamic Power Global Growth Class Sr O - 12.92 - -
Dynamic Global Equity Fund O - 12.05 - -
Dynamic Global Dividend Series O - 8.94 - -
Dynamic Global Equity Income A - 8.48 - -

Technical Summary

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