Toronto - Delayed Quote CAD

IG Core Portfolio Income Series A DSC (0P0000WJHV.TO)

9.40 -0.02 (-0.19%)
At close: May 10 at 4:00 PM EDT

Fund Summary

IG Core Portfolio Income Series A DSC

447 Portage Avenue
204 957 7383

Fund Overview

Category --
Fund Family Investors Group Inc
Net Assets 1.4B
YTD Return -0.47%
Yield 2.22%
Morningstar Rating
Inception Date Jul 12, 2013

Fund Operations

Last Dividend 0.05
Last Cap Gain --
Holdings Turnover 19.11%
Average for Category --

Fees & Expenses

Expense 0P0000WJHV.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

Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder.

Morningstar 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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