Toronto - Delayed Quote CAD

Purpose Special Opportunities Series A (0P0000MOO7.TO)

3.1015 +0.0234 (+0.76%)
At close: April 8 at 4:00 PM EDT

Fund Summary

Purpose Special Opportunities Series A

77 King Street W. 21st Floor
416-583-2300

Fund Overview

Category --
Fund Family Purpose Investments Inc.
Net Assets 25.34M
YTD Return 3.47%
Yield 0.00%
Morningstar Rating
Inception Date Aug 02, 1999

Fund Operations

Last Dividend 0.30
Last Cap Gain --
Holdings Turnover 64.34%
Average for Category --

Fees & Expenses

Expense 0P0000MOO7.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Greg Taylor is a Portfolio Manager with the Equity team responsible for stock research, security recommendations, portfolio management and trading activities. Greg joined Aurion Capital in 1999. Prior to Aurion Capital, Greg began his career in the investment industry as part of the acquisition and disposition team of one of Canada's largest real estate office and retail property managers. Greg holds a Bachelor of Business Administration (Finance) from Bishop’s University and is a CFA Charterholder.

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. MORNING_STAR_STYLE_BOX

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.

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