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Marquis Balanced Growth Class Port Ser E

DYN3732
13.43
+0.07
+0.52%
2017-10-20
5 Years
  • Previous Close

    13.36

  • Net Assets

    40.17M

  • Yield

    0.64%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Dynamic Funds

Fund Style

Open

Fund Manager

Judith Chan

Investment Style

Large Growth

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

Purchase Information

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

Inception

2012-10-31

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