Harmony Growth Plus Port Class Embed Ser

 (MUTF_CA:HAR4590)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.44%
   
1 week
   
-0.22%  
4 week   +1.48%
   
3 month   +0.59%
   
YTD   +2.61%
   
1 year   +2.79%
   
3 years*   +5.00%
   
5 years*   +6.23%
   
*annualized
Best 3 month return+15.37%  
Worst 3 month return-27.85%  

Morningstar statistics

Morningstar category: Global Equity
  Return Risk Rating
3 years Below Average Low
5 years Low Low
10 years     -     - -
Overall Low Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets601,363.00 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.25%  
Fund familyAGF Investments 

Asset allocation

Cash12.10%  
Stocks74.81%  
Bonds12.66%  
Convertible0.10%  
Other0.32%  

Purchase information

InitialCA$50,000  
AdditionalCA$100  
IRA InitialCA$25,000  
AIP InitialCA$100  
AIP AdditionalCA$100  
13.77+0.09(0.66%)
Dec 5, 7:00PM EST Overall Morningstar RatingTM

Description

The Portfolio’s objective is to provide long-term growth. It obtains exposure primarily to a diversified mix of Canadian equity and foreign equity with only a small percentage in income through investments in, or exposure to, the securities of one or more Underlying Pools.
Asset manager:
Peter Frost (Started: Mar 4, 2014)
Advisor Company:
AGF Investments
66 Wellington Street West, 31st Floor
905 214 8243 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.25 -3.37 -4.36     -
Beta* 0.63 0.62 0.65     -
Mean annual return 0.28 0.43 0.51     -
R-squared* 82.29 84.82 84.10     -
Standard deviation 7.49 7.01 6.60     -
Sharpe ratio 0.39 0.64 0.81     -
* Against standard index

Top 10 holdings