(As of 2/28/2017)

Investors U.S. Opportunities Fund Series C

(U.S. Equity)



2014


FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(7/15/1996)
7.49 %
YTD Return 0.79 %
NAVPS
(3/24/2017)
$29.70
Change $0.07 / 0.23 %
Growth of $10,000 (As of February 28, 2017)
MER 2.95 %
Assets ($mil) $98.45
Rank (1Yr) 182/577
Std Dev (3Yr) 11.25 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 5.50 %
Open to Invest Open
 
Objective
The Fund aims to provide long-term capital growth by investing primarily in mid-sized U.S. corporations.
Management Co.
I.G. Investment Management, Ltd.
Managers
Valerie Cecchini,
 
Asset Allocation
(As of December 31, 2016)
Sector Allocation
(As of December 31, 2016)
Geographic Allocation
(As of December 31, 2016)
Top 10 Holdings
NameAssetSectorGeographicPercent
Helmerich & Payne IncUS EquityEnergyUnited States3.09%
FMC CorpUS EquityBasic MaterialsUnited States2.98%
Huntington Bancshares IncUS EquityFinancial ServicesUnited States2.80%
Parker Hannifin CorpUS EquityIndustrial ServicesUnited States2.75%
Allegiant Travel CoUS EquityIndustrial ServicesUnited States2.66%
Lear CorpUS EquityConsumer GoodsUnited States2.62%
New York Community Bancorp IncUS EquityFinancial ServicesUnited States2.56%
Eastman Chemical CoUS EquityBasic MaterialsUnited States2.51%
Harris CorpUS EquityTechnologyUnited States2.41%
Tesoro CorpUS EquityEnergyUnited States2.40%

Performance Data (As of February 28, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.08 2.08 8.92 0.79 21.63 15.02 18.94 7.43
Benchmark 6.12 6.85 11.50 4.77 22.67 17.54 20.92 8.99
Quartile Ranking 4 4 3 4 2 1 1 1

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 12.62 13.07 26.47 42.84 8.34 1.91 14.85 6.85 -21.00 -16.81
Benchmark 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08 -9.80
Quartile Ranking 1 3 1 1 3 1 1 3 1 4

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .