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Beneva Small Capitalization Canadian Equity (dynamic) (0P0000WGYC)

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20.263 +0.160    +0.80%
22/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.78M
La Capitale Small Capitalization Canadian Equity D 20.263 +0.160 +0.80%

0P0000WGYC Overview

 
Find basic information about the Beneva Small Capitalization Canadian Equity (dynamic) 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 0P0000WGYC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25%
Prev. Close20.102
Risk Rating
TTM Yield0%
ROE13.84%
IssuerN/A
TurnoverN/A
ROA5.20%
Inception DateOct 10, 2011
Total Assets24.78M
ExpensesN/A
Min. Investment500
Market Cap4.8B
CategoryCanadian Focused Small/Mid Cap Equity
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Beneva Small Capitalization Canadian Equity (dynamic) Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1006 1202 924 1172 1419
Fund Return 9.18% 0.63% 20.2% -2.59% 3.22% 3.56%
Place in category 12 11 12 12 8 8
% in Category 100 83 100 100 100 100

Top Equity Funds by Beneva inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  La Capitale Canadian Eqty Inc Dyna 166.68M 12.95 5.30 7.50
  La Capitale Global Equity Discove 102.79M 18.84 2.17 9.86
  La Capitale Low Volatility Global E 43.78M 15.03 6.75 5.25
  La Capitale Low Volatility Canadian 39.99M 15.23 5.69 5.80
  La Capitale Canadian Equity Fidelit 39.28M 15.17 5.96 7.25

Top Funds for Canadian Focused Small/Mid Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sentry Small Mid Cap Income Fund Se 1.23B 19.34 4.14 7.77
  Dynamic Small Business Fund Ser IP 868.64M 11.32 -0.31 5.97
  Dynamic Small Business Fund Ser FI 868.64M 10.27 -1.43 4.87
  Dynamic Small Business Series F 868.64M 10.22 -1.49 4.74
  Dynamic Small Business Series G 868.64M 9.29 -2.47 3.70

Top Holdings

Name ISIN Weight % Last Change %
Dynamic Small Business - 100.00 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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