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Marquis Balanced Income Portfolio Ser I

DYN1591
11.28
+0.01
+0.09%
2018-09-21
5 Years
  • Previous Close

    11.27

  • Net Assets

    9.15M

  • Yield

    6.44%

  • 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 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP 25,000

Inception

2011-01-19

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