Canoe canadien petite/moyenne capit D (0P0000705T.TO)
Toronto - Toronto Delayed price. Currency in CAD
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Canoe canadien petite/moyenne capit D
Montreal, Quebec, Canada H3A 3M8
1501 McGill College Avenue, Suite 800,
Management information
,Lead manager since 2 August 2021
Sajan Bedi, CFA, Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Mathematics degree and Honours Bachelor of Business degree, Wilfrid Laurier University. Industry start date: 2008. Sajan is a Portfolio Manager assisting in managing the North American equity and balanced funds. Prior to joining Canoe, Sajan was an Institutional Bond Trader on the Canadian dollar Strips and SSA desk at RBC Capital Markets.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyCanoe Financial LP
Net assets255.22M
YTD return4.06%
Yield1.88%
Morningstar rating★★★★
Inception date29 Apr 2009
Fund operations
Last dividend2.86
Last cap gainN/A
Holdings turnover35.27%
Average for categoryN/A
Fees and expenses
Expense0P0000705T.TOCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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