(As of 5/31/2017)

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)
7.27 %
YTD Return -1.14 %
NAVPS
(6/23/2017)
$29.45
Change $0.13 / 0.43 %
Growth of $10,000 (As of May 31, 2017)
MER 2.95 %
Assets ($mil) $92.73
Rank (1Yr) 528/582
Std Dev (3Yr) 11.46 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 5.50 %
Sales Status Partially 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 March 31, 2017)
Sector Allocation
(As of March 31, 2017)
Geographic Allocation
(As of March 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
FMC CorpUS EquityBasic MaterialsUnited States3.15%
Eastman Chemical CoUS EquityBasic MaterialsUnited States2.85%
Helmerich & Payne IncUS EquityEnergyUnited States2.83%
Lear CorpUS EquityConsumer GoodsUnited States2.81%
Lazard Ltd Cl AInternational EquityFinancial ServicesLatin America2.70%
Jones Lang LaSalle IncUS EquityFinancial ServicesUnited States2.66%
Perrigo Co PLCInternational EquityHealthcareEuropean Union2.59%
Allegiant Travel CoUS EquityIndustrial ServicesUnited States2.57%
Tesoro CorpUS EquityEnergyUnited States2.52%
Parker Hannifin CorpUS EquityIndustrial ServicesUnited States2.52%

Performance Data (As of May 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.14 -1.91 0.13 -1.14 10.60 13.54 19.19 7.17
Benchmark 0.21 4.26 11.40 9.23 20.96 18.48 21.76 9.45
Quartile Ranking 4 4 4 4 4 2 1 2

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 12.62 13.07 26.47 42.84 8.34 1.33 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

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