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Matco Balanced Series F

MAT101
12.52
-0.03
-0.25%
2018-09-19
5 Years
  • Previous Close

    12.55

  • Net Assets

    34.21M

  • Yield

    0.93%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Matco Financial Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Medium Value

The Fund’s objective is to seek a balance of long-term capital appreciation and current income by investing in a Canadian-focused portfolio of equities and fixed income instruments, diversified across investment styles and market capitalization, geographic regions, asset classes, and sectors.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2007-11-29

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