You are using an older browser version. Please use a supported version for the best MSN experience.

Marquis Balanced Income Portfolio V

5.82
+0.01
+0.17%
2018-05-23
5 Years
  • Previous Close

    5.81

  • Net Assets

    514.43K

  • Yield

    6.45%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Dynamic Funds

Fund Style

Open

Fund Manager

Judith Chan

Investment Style

Large Growth

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

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2006-11-24

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon