| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#6 in Foreign Large Blend
U.S. News evaluated 213 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all DundeeWealth Funds funds
Performance
The fund has returned 5.47 percent over the past year, and 11.90 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.7% |
| 1 Year | 5.5% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high income and long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of companies located in Canada. It invests primarily in dividend or distribution paying Canadian equity securities and real estate investment trusts ("REITs"), as well as in other types of Canadian equity securities, including limited partnerships and master limited partnerships ("MLPs"). The fund may, to the extent permitted by applicable law, also invest in Canadian income trusts.
Fees
Fees are Above Average compared to funds in the same category.
Dynamic Canadian Equity Income Fund has an expense ratio of 1.25 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
