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IA Clarington Tactical Income Class L8 (0P0000SHOZ.TO)

6.54
-0.01
(-0.22%)
At close: March 11 at 3:00:00 PM EST
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DELL
  • Previous Close 6.55
  • YTD Return -0.76%
  • Expense Ratio 2.32%
  • Category Canadian Neutral Balanced
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 21.65M
  • Beta (5Y Monthly) 1.04
  • Yield 0.32%
  • 5y Average Return --
  • Holdings Turnover 6.16%
  • Last Dividend 0.00
  • Inception Date Mar 2, 2011

The Fund’s objective is to provide a return that is similar to the return of a Canadian tactical balanced mutual fund. The Fund invests primarily, directly or indirectly, in securities held by a Canadian tactical balanced mutual fund managed by IA Clarington, or an affiliate or associate of IA Clarington, and may invest all or a portion of its portfolio in Securities of the Reference Fund.

IA Clarington Investments Inc

Fund Family

Canadian Neutral Balanced

Fund Category

21.65M

Net Assets

2011-03-02

Inception Date

More about IA Clarington Tactical Income Class L8

Performance Overview: 0P0000SHOZ.TO

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Trailing returns as of 3/11/2022. Category is Canadian Neutral Balanced.

YTD Return

0P0000SHOZ.TO
0.76%
Category
2.23%
 

1-Year Return

0P0000SHOZ.TO
9.99%
Category
9.15%
 

3-Year Return

0P0000SHOZ.TO
6.81%
Category
4.97%
 

5-Year Return

0P0000SHOZ.TO
6.41%
Category
6.36%
 

Holdings: 0P0000SHOZ.TO

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Sector Weightings

Sector0P0000SHOZ.TO
Financial Services   22.33%
Industrials   13.47%
Utilities   12.98%
Communication Services   11.37%
Technology   7.25%
Healthcare   7.08%
Consumer Defensive   6.64%
Real Estate   6.60%
Energy   6.45%
Basic Materials   3.50%
Consumer Cyclical   2.33%
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Recent News: 0P0000SHOZ.TO

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Research Reports: 0P0000SHOZ.TO

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