Sun Dynamic Amer Val-Inv Ser F (F00000VG6J.TO)
YHD - YHD Delayed price. Currency in CAD
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Sun Dynamic Amer Val-Inv Ser F
1 York Street
844-753-4437
Management information
David L. Fingold,Lead manager since 3 May 2015
David Fingold has over 20 years of business, operational and investment experience including senior positions in corporate finance, sales, purchasing and marketing in the manufacturing, transportation and distribution industries. Prior to joining GCIC Ltd., he spent seven years as part of a team actively managing equity portfolios for a privately owned merchant bank. Graduating in the top decile of his class, David earned a Bachelor of Science with High Distinction in management from Babson College in Wellesley, Massachusetts, in 1988.
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
CategoryUS Equity
Fund familySun Life Assurance Company Of Canada
Net assets4.61M
YTD return9.80%
Yield0.00%
Morningstar rating★★★★★
Inception date3 May 2015
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover12.05%
Average for categoryN/A
Fees and expenses
ExpenseF00000VG6J.TOCategory average
Annual report expense ratio (net)2.04%1.70%
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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