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Marquis Institutional Balanced Port V

DYN493
7.81
+0.05
+0.64%
2017-10-20
5 Years
  • Previous Close

    7.76

  • Net Assets

    388.95K

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Dynamic Funds

Fund Style

Open

Fund Manager

Judith Chan

Investment Style

Large Growth

Marquis Institutional Balanced Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diversified portfolio of fixed-income and equity mutual funds.

Purchase Information

Initial Purchase 10,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2006-11-24

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