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Desjardins Investments Inc. – MUTUAL:DJT00008 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.00 CAD0.00 (0.00%)10.00 - 10.00--

Market data as of 12:00AM 03/30/15. Quotes are delayed by at least 15 min.

Overview - MUTUAL:DJT00008

The objective of this Fund is to conserve capital while maintaining liquidity and achieving a regular income. For that purpose, the Fund's assets are primarily invested in commercial paper and bankers' acceptances issued and guaranteed by major Canadian corporations and all financial institutions, including Canadian chartered banks, trust companies, and savings and credit unions. The Fund may also invest in Treasury bills issued by the Government of Canada or a province of Canada, short-term debt securities of municipal and school corporations, or in guaranteed funds of Canadian financial institutions. The average weighted duration until maturity of the Fund's portfolio does not exceed 90 days. The Fund plans to maintain the value of its units at approximately $10.

Growth of $10,000 (10 Years)

Total Return3.37%
Yield (Trailing 12 Mo.)0.11%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000
Management Tenure--
Fund Inception01/15/1989

Trailing Total Returns - MUTUAL:DJT00008

as of 02/28/2015
TimeframeMUTUAL:DJT00008S&P 500Canadian Money Market
1 Month0.01%5.75%0.03%
3 Month0.03%2.31%0.12%
1 Year0.11%15.51%0.49%
3 Year0.16%18.00%0.48%
5 Year0.16%16.18%0.46%
10 Year1.10%7.99%1.32%
Since Inception3.37%10.71%--

Sector Allocation - MUTUAL:DJT00008

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MUTUAL:DJT00008

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$64.47M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:DJT00008

as of 02/28/2015
CompanyYTD Return% of Assets
Financement-Qu├ębec, Floating Rate--1.21%

Valuation & Growth - MUTUAL:DJT00008

as of 02/28/2015
ValuationMUTUAL:DJT00008Category Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MUTUAL:DJT00008, 3 Year

Ratingvs Category
RiskAbove Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MUTUAL:DJT00008, 3 Year Avg

Pretax Return0.16%
Tax-adjusted Return0.08%
Tax Cost Ratio0.08%
Potential Cap Gains--

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