Toronto - Delayed Quote CAD

Guardian i3 US Quality Growth F (0P0001TPYP.TO)

11.55
+0.18
+(1.62%)
At close: January 17 at 3:00:00 PM EST

Fund Summary

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Guardian i3 US Quality Growth F

Suite 3100 - 199 Bay Street
Commerce Court West
M5L 1E8

Fund Overview

Category --
Fund Family Guardian Capital Group Ltd
Net Assets 19M
YTD Return --
Yield --
Morningstar Rating --
Inception Date Aug 10, 2020

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 53.29%
Average for Category --

Fees & Expenses

Expense 0P0001TPYP.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

Fiona joined the Guardian Capital LP (Guardian) i3 Investments™ team in 2011. As a Senior Portfolio Manager, Fiona brings over 25 years of global experience. Her responsibilities include portfolio and risk management for the suite dividend mandates. Fiona has co-managed the global, US and Canadian dividend strategy since 2011.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_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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