Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Toronto - Free Realtime Quote CAD

Purpose US Preferred Share A (0P00019V3H.TO)

17.65
-0.00
(-0.01%)
As of April 29 at 4:00:00 PM EDT. Market Open.

Fund Summary

Purpose US Preferred Share A

Toronto, Ontario M5H1T1
120 Adelaide Street West, Suite 2300
416-368-8898

Fund Overview

Category --
Fund Family Purpose Investments Inc.
Net Assets 20.94M
YTD Return 0.82%
Yield 5.91%
Morningstar Rating
Inception Date Mar 15, 2017

Fund Operations

Last Dividend 0.35
Last Cap Gain --
Holdings Turnover 11.28%
Average for Category --

Fees & Expenses

Expense 0P00019V3H.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

Nathan Kush is a Managing Director of Neuberger Berman Investment Advisers LLC. He joined the firm in 2001. He is a member of the portfolio management team for the firm’s Global Investment Grade strategies. Additionally, he is involved in investment grade credit research and, previously, covered the banking, brokerage, finance, insurance and REIT sectors. Before joining the investment grade team, he spent three years in Debt Capital Markets in the Investment Banking Division of Lehman Brothers. Nathan earned a BS in Finance and Accounting from Tulane University and an MBA from the University of Chicago.

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.

Related Tickers