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Desjardins Global Tactical Bond A (0P0000ZVIW.TO)

8.85 -0.03 (-0.32%)
As of November 28 at 3:00 PM EST. Market Open.

Fund Summary

Desjardins Global Tactical Bond A

Desjardins Station
PO Box 9000
800 361 6840

Fund Overview

Category --
Fund Family Desjardins Investments Inc
Net Assets 434.99M
YTD Return 7.46%
Yield 3.41%
Morningstar Rating
Inception Date Oct 18, 2013

Fund Operations

Last Dividend 0.28
Last Cap Gain --
Holdings Turnover 83.22%
Average for Category --

Fees & Expenses

Expense 0P0000ZVIW.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

Alfred T. Murata, Lead Manager since March 31, 2017
Mr. Murata is a managing director and portfolio manager in the Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitized strategies. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013. Prior to joining PIMCO in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He holds a Ph.D. in engineering-economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California.

Morningstar Style Box

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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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