(As of 4/30/2019)

Dynamic Power American Growth Fund Series U

(U.S. Equity)
Inception Return
(9/19/2016)
29.48 %
YTD Return 28.06 %
NAVPS
(5/24/2019)
$19.02
Change $0.18 / 0.95 %
Growth of $10,000 (As of April 30, 2019)
MER -
Assets ($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, 2019)
Sector Allocation
(As of February 28, 2019)
Geographic Allocation
(As of February 28, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
ServiceNow IncUS EquityTechnologyUnited States5.60%
Xilinx IncUS EquityTechnologyUnited States5.43%
Trade Desk IncUS EquityTechnologyUnited States5.25%
Zendesk IncUS EquityTechnologyUnited States5.24%
Twilio IncUS EquityTechnologyUnited States5.12%
Etsy IncUS EquityTechnologyUnited States5.09%
Palo Alto Networks IncUS EquityTechnologyUnited States4.82%
Five Below IncUS EquityConsumer ServicesUnited States4.80%
Workday IncUS EquityTechnologyUnited States4.68%
PayPal Holdings IncUS EquityIndustrial ServicesUnited States4.65%

Performance Data (As of April 30, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.37 13.36 23.97 28.06 32.24 -    -    -   
Benchmark 4.52 11.80 12.11 16.35 18.69 17.47 16.25 16.68
Quartile Ranking - - - - - - - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund 24.59 32.83 -      -      -      -      -      -      -      -     
Benchmark 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34
Quartile Ranking - - - - - - - - - -

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