Morningstar

IA Clarington Strategic Income Fund X

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day ReturnCA$14.15  /  −1.06%
  • Fund SizeCA$2.8B
  • Adjusted Expense Ratio—
  • Net Expense Ratio—
  • Fee Level: DistributionAbove Average
  • Share Class Type—
  • Morningstar CategoryCanadian Neutral Balanced
  • Equity Style Box (Funds)Large Value
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusClosed
  • TTM Yield1.30%
  • Turnover Ratio40%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will IA Clarington Strategic Income Fund X outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IA Clarington Strategic Income Fund X’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IA Clarington Strategic Income Fund X management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IA Clarington Strategic Income Fund X’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

IA Clarington Strategic Income X holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Dollar

28.89821M
Cash and Equivalents

Canada (Government of) 3.25%

8.26235M
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Royal Bank of Canada

3.1690M
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2.4770M
Healthcare

Loblaw Companies Ltd

2.3266M
Consumer Defensive

Canadian Pacific Kansas City Ltd

2.1762M
Industrials

Canadian Imperial Bank of Commerce

2.0458M
Financial Services

JPMorgan Chase & Co

1.7349M
Financial Services

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