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MUTUAL:DYN3609:TSX

Power American Growth Class (Marquis) F – MUTUAL:DYN3609 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.91 CAD-0.01 (-0.11%)7.39 - 9.13--

Market data as of 12:00AM 05/23/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:DYN3609

This fund seeks to achieve long-term enhancement of capital primarily through investments in equity securities of United States businesses.

Growth of $10,000 (10 Years)

Total Return5.06%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure11 Years
Fund Inception03/04/2002

Trailing Total Returns - MUTUAL:DYN3609

as of 03/31/2013
TimeframeMUTUAL:DYN3609S&P 500US Equity
1 Month2.64%1.93%0.67%
3 Month8.77%7.18%6.73%
Year-to-Date8.77%12.74%12.51%
1 Year-4.25%16.89%14.30%
3 Year16.96%12.80%8.89%
5 Year4.77%5.21%2.49%
10 Year9.57%7.88%2.86%
Since Inception5.06%10.38%--

Sector Allocation - MUTUAL:DYN3609

as of 03/31/2013
Basic Materials
 
0.00%
Consumer Cyclical
 
29.50%
Financial Services
 
0.00%
Real Estate
 
0.00%
Consumer Defensive
 
5.47%
Healthcare
 
15.64%
Utilities
 
0.00%
Communication Services
 
0.00%
Energy
 
0.00%
Industrials
 
0.00%
Technology
 
49.40%

Asset Allocation - MUTUAL:DYN3609

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
92.5792.57
Bond0.00
 
 
0.000.00
Other0.05
 
 
0.00-0.05
Foreign Stock0.00
 
 
3.583.58
Foreign Bond0.00
 
 
0.000.00
Total0.0596.1596.10
Cash0.00
 
 
3.903.90
Total Net Assets$170.47M
Total Stock Holdings24
Total Bond Holdings0

Top Ten Holdings - MUTUAL:DYN3609

as of 03/31/2013
CompanyYTD Return% of Assets
ULTA-16.86%6.66%
SWI11.17%6.53%
GOOG13.26%6.04%
CELG49.15%5.97%
CVLT15.94%5.64%
CRM4.34%5.63%
WFM-6.16%5.26%
N17.22%5.17%
REGN4.35%5.00%
AMZN4.28%4.70%

Valuation & Growth - MUTUAL:DYN3609

as of 03/31/2013
ValuationMUTUAL:DYN3609Category Range
Price/Earnings39.48
Price/Book7.97
Price/Sales4.91
Price/Cash Flow23.51
Dividend Yield0.13
LT Earnings20.14
Historical Earnings39.46
Sales Growth17.36
Cash-Flow Growth26.9
Book-Value Growth19.22
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:DYN3609, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskHigh
ReturnHigh
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:DYN3609, 3 Year Avg

Pretax Return16.96%
Tax-adjusted Return16.96%
Tax Cost Ratio0.00%
Potential Cap Gains--

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