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Picton Mahoney Fortified Infl Opps Alt A (0P0001QY8Z.TO)

10.61 -0.01 (-0.05%)
As of December 13 at 3:00:00 PM EST. Market Open.

Fund Summary

Picton Mahoney Fortified Infl Opps Alt A

33 Yonge Street, Suite 830
1 (416) 955-4108

Fund Overview

Category --
Fund Family Picton Mahoney Asset Management
Net Assets 659k
YTD Return 7.57%
Yield 1.94%
Morningstar Rating --
Inception Date May 04, 2023

Fund Operations

Last Dividend 0.20
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001QY8Z.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

Dashmeet is Director of Quantitative Research and Risk at Picton Mahoney Asset Management and has been in the industry since 2008. Prior to joining us, he was a Risk Analyst at HSBC. Other experience includes three years at Infosys as a software engineer. Dashmeet has an MBA from UBC, and a Bachelor of Mechanical Engineering (with High Distinction) from the Government College of Engineering in Pune, India.

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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