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Guardian i3 International Quality Gr A (0P0001MBEV.TO)

11.90
-0.09
(-0.71%)
As of May 21 at 4:00:00 PM EDT. Market Open.

Fund Summary

Guardian i3 International Quality Gr A

Commerce Court West
PO Box 201
800 253 9181

Fund Overview

Category --
Fund Family Guardian Capital LP
Net Assets 28.46M
YTD Return 1.41%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2024

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover 24.85%
Average for Category --

Fees & Expenses

Expense 0P0001MBEV.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

Adam joined the Guardian Capital LP (Guardian Capital) i3 Investments™ team in 2008. Adam has over 15 years of experience in portfolio engineering and data science. As a Senior Portfolio Manager and Engineer, his responsibilities include portfolio and risk management for the suite of growth mandates. Adam has co-managed the global, US and International quality growth strategies since 2016. Adam is responsible for the integrity of the statistical, machine learning and AI models.

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. 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.

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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