Toronto - Delayed Quote • CAD
IA Clarington Growth & Income Fund Series A (0P000155GR.TO)
At close: July 7 at 4:00 PM EDT
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8.98 - YTD Return -17.73%
- Expense Ratio 2.29%
- Category Canadian Equity Balanced
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 37.74M
- Beta (5Y Monthly) 1.79
- Yield 2.42%
- 5y Average Return --
- Holdings Turnover 34.13%
- Last Dividend 0.00
- Inception Date Dec 29, 2014
The Fundâs objective is to provide income and long term capital appreciation by investing primarily in equity securities of companies in Canada as well as the U.S., and higher yielding income-oriented securities.
IA Clarington Investments Inc
Fund Family
Canadian Equity Balanced
Fund Category
37.74M
Net Assets
2014-12-29
Inception Date
Performance Overview: 0P000155GR.TO
View MoreTrailing returns as of 8/31/2020. Category is Canadian Equity Balanced.
Holdings: 0P000155GR.TO
View MoreTop 10 Holdings (35.38% of Total Assets)
Sector Weightings
Sector0P000155GR.TO
Financial Services 16.50%
Utilities 14.53%
Industrials 13.93%
Healthcare 13.30%
Communication Services 11.32%
Technology 9.82%
Consumer Defensive 8.75%
Real Estate 4.57%
Energy 2.70%
Basic Materials 2.37%
Consumer Cyclical 2.21%
Recent News: 0P000155GR.TO
View MoreResearch Reports: 0P000155GR.TO
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