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MUTUAL:DYN052:TSX

Power Canadian Growth Fund – MUTUAL:DYN052 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
18.38 CAD0.11 (+0.60%)16.39 - 19.03--

Market data as of 12:00AM 06/17/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:DYN052

The Dynamic Canadian Growth Fund seeks to provide long-term capital growth primarily by investing in Canadian companies.

Growth of $10,000 (10 Years)

Total Return8.40%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure14 Years
Fund Inception08/27/1985

Trailing Total Returns - MUTUAL:DYN052

as of 05/31/2013
TimeframeMUTUAL:DYN052S&P 500Canadian Focused Equity
1 Month4.37%2.34%2.94%
3 Month2.22%8.22%2.96%
Year-to-Date3.34%15.37%8.48%
1 Year10.29%27.28%18.08%
3 Year-1.92%16.87%5.80%
5 Year-8.18%5.43%0.15%
10 Year8.62%7.58%7.41%
Since Inception8.40%10.42%--

Sector Allocation - MUTUAL:DYN052

as of 05/31/2013
Basic Materials
 
11.34%
Consumer Cyclical
 
20.15%
Financial Services
 
29.90%
Real Estate
 
1.40%
Consumer Defensive
 
2.34%
Healthcare
 
10.62%
Utilities
 
0.00%
Communication Services
 
0.00%
Energy
 
14.39%
Industrials
 
8.18%
Technology
 
1.69%

Asset Allocation - MUTUAL:DYN052

as of 05/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
44.0644.06
Bond0.00
 
 
0.000.00
Other0.00
 
 
2.812.81
Foreign Stock0.00
 
 
53.5953.59
Foreign Bond0.00
 
 
0.920.92
Total0.00101.38101.38
Cash1.41
 
 
0.02-1.39
Total Net Assets$973.19M
Total Stock Holdings66
Total Bond Holdings2

Top Ten Holdings - MUTUAL:DYN052

as of 05/31/2013
CompanyYTD Return% of Assets
TSE:ATH-34.36%5.97%
CBS30.64%4.71%
TSE:RY1.22%3.99%
JPM25.29%3.86%
TSE:BNS-0.28%3.35%
V19.31%3.30%
TSE:TD-1.31%3.22%
LVS26.26%3.20%
MA17.41%3.12%
TSE:VRX47.58%3.06%

Valuation & Growth - MUTUAL:DYN052

as of 05/31/2013
ValuationMUTUAL:DYN052Category Range
Price/Earnings19.36
Price/Book2.13
Price/Sales2.25
Price/Cash Flow11.77
Dividend Yield1.53
LT Earnings10.26
Historical Earnings23.87
Sales Growth5.81
Cash-Flow Growth4.96
Book-Value Growth8.99
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:DYN052, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnLow
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:DYN052, 3 Year Avg

Pretax Return-1.92%
Tax-adjusted Return-1.92%
Tax Cost Ratio0.00%
Potential Cap Gains--

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