MUTUAL:IMPS868F:TSX
DFS GIF - Cdn Asset Allocation Cl 8F – MUTUAL:IMPS868F Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 5.81 CAD | -0.01 (-0.17%) | 5.47 - 6.23 | -- |
Market data as of 12:00AM 04/16/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:IMPS868F
The objective of this Fund is to achieve a superior total investment return directly or indirectly, in a combination of primarily equity and fixed income securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.
Growth of $10,000 (10 Years)
| Total Return | 10.00% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | -- |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $1,000 |
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| Management Tenure | 2 Years |
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| Fund Inception | 05/15/2023 |
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Trailing Total Returns - MUTUAL:IMPS868F
as of 03/31/2025
| Timeframe | MUTUAL:IMPS868F | S&P 500 | Tactical Balanced |
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| 1 Month | -2.92% | -5.63% | -1.62% |
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| 3 Month | -1.81% | -4.27% | 0.61% |
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| Year-to-Date | -1.81% | -4.27% | 0.61% |
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| 1 Year | 6.60% | 8.25% | 7.85% |
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| 3 Year | -- | 9.06% | 4.28% |
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| 5 Year | -- | 18.59% | 6.44% |
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| 10 Year | -- | 12.50% | 3.76% |
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| Since Inception | 10.00% | 10.98% | -- |
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Sector Allocation - MUTUAL:IMPS868F
as of 03/31/2025
| Basic Materials | | -- |
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| Consumer Cyclical | | -- |
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| Financial Services | | -- |
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| Real Estate | | -- |
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| Consumer Defensive | | -- |
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| Healthcare | | -- |
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| Utilities | | -- |
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| Communication Services | | -- |
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| Energy | | -- |
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| Industrials | | -- |
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| Technology | | -- |
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Asset Allocation - MUTUAL:IMPS868F
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | -- | -- |
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| Bond | -- | | | -- | -- |
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| Other | -- | | | -- | -- |
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| Foreign Stock | -- | | | -- | -- |
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| Foreign Bond | -- | | | -- | -- |
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| Total | -- | | | -- | -- |
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| Cash | -- | | | -- | -- |
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| Total Net Assets | $20.00K |
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| Total Stock Holdings | |
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| Total Bond Holdings | |
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Top Ten Holdings - MUTUAL:IMPS868F
as of 03/31/2025
| Company | YTD Return | % of Assets |
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Valuation & Growth - MUTUAL:IMPS868F
as of 03/31/2025
| Valuation | MUTUAL:IMPS868F | Category Range |
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| Price/Earnings | -- | |
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| Price/Book | -- | |
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| Price/Sales | -- | |
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| Price/Cash Flow | -- | |
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| Dividend Yield | | |
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| LT Earnings | | |
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| Historical Earnings | | |
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| Sales Growth | | |
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| Cash-Flow Growth | | |
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| Book-Value Growth | | |
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