(As of 4/30/2018)

Dynamic Power American Growth Fund Series U

(U.S. Equity)
Inception Return
(8/2/2016)
27.84 %
YTD Return 20.65 %
NAVPS
(5/24/2018)
$16.21
Change $0.09 / 0.56 %
Growth of $10,000 (As of April 30, 2018)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Dynamic Power American Growth Fund seeks to achieve long-term capital growth by investing primarily in equity securities of United States based businesses.
Management Co.
1832 Asset Management L.P.
Managers
Noah Blackstein
 
Asset Allocation
(As of February 28, 2018)
Sector Allocation
(As of February 28, 2018)
Geographic Allocation
(As of February 28, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Abiomed IncUS EquityHealthcareUnited States6.73%
ServiceNow IncUS EquityTechnologyUnited States6.11%
Vertex Pharmaceuticals IncUS EquityHealthcareUnited States5.96%
GrubHub IncUS EquityTechnologyUnited States5.48%
NVIDIA CorpUS EquityTechnologyUnited States5.30%
Proofpoint IncUS EquityTechnologyUnited States5.13%
Paycom Software IncUS EquityTechnologyUnited States4.89%
Palo Alto Networks IncUS EquityTechnologyUnited States4.74%
Netflix IncUS EquityConsumer ServicesUnited States4.56%
Align Technology IncUS EquityHealthcareUnited States4.54%

Performance Data (As of April 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.87 7.69 18.82 20.65 41.74 -    -    -   
Benchmark -0.07 -1.61 3.36 1.93 6.42 12.88 18.57 11.70
Quartile Ranking - - - - - - - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 32.83 -      -      -      -      -      -      -      -      -     
Benchmark 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08
Quartile Ranking - - - - - - - - - -

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