Dynamic Funds altering risk ratings of multiple funds

Life saver falling on blue churning water — © Gino Santa Maria / 123RF Stock Photo

Dynamic Funds is lowering the risk ratings of dozens of funds, effective Nov. 16.

The investment objectives and strategies of the funds won’t change, and the company is making the adjustments to match the risk classification methodology that’s mandated by CSA.

Funds with lower risk rating

Fund	New risk rating	Current risk rating
Dynamic Blue Chip Equity Fund	Low to medium	Medium
Dynamic Canadian Dividend Fund	Low to medium	Medium
Dynamic Dividend Advantage Class	Low to medium	Medium
Dynamic Dividend Advantage Fund	Low to medium	Medium
Dynamic Dividend Income Fund	Low	Low to medium
Dynamic Energy Income Fund	Medium	Medium to high
Dynamic European Equity Fund	Medium	Medium to high
Dynamic Global Discovery Class	Low to medium	Medium
Dynamic Global Discovery Fund	Low to medium	Medium
Dynamic Global Dividend Fund	Low to medium	Medium
Dynamic Global Equity Fund	Low to medium	Medium
Dynamic Global Equity Income Fund	Low to medium	Medium
Dynamic Global Real Estate Fund	Low to medium	Medium
Dynamic International Equity Fund	Medium	Medium to high
Dynamic Power Canadian Growth Fund	Medium	Medium to high
Dynamic Power Global Growth Class	Medium to high	High
Dynamic Power Global Growth Fund	Medium to high	High
Dynamic Power Global Navigator Class	Medium	Medium to high
Dynamic Power Small Cap Fund	Medium	Medium to high
Dynamic Strategic Resource Class	Medium to high	High
Dynamic Strategic Yield Class	Low	Low to medium
Dynamic Strategic Yield Fund	Low	Low to medium
Dynamic U.S. Dividend Advantage Fund	Low to medium	Medium
Dynamic U.S. Equity Income Fund[1]	Low to medium	Medium
Dynamic U.S. Sector Focus Class	Low to medium	Medium
DynamicEdge Balanced Class Portfolio	Low	Low to medium
DynamicEdge Balanced Income Portfolio	Low	Low to medium
DynamicEdge Balanced Portfolio	Low	Low to medium
DynamicEdge Equity Class Portfolio	Low to medium	Medium
DynamicEdge Equity Portfolio	Low to medium	Medium
Marquis Balanced Class Portfolio	Low	Low to medium
Marquis Balanced Portfolio	Low	Low to medium
Marquis Equity Portfolio	Low to medium	Medium
Marquis Institutional Balanced Portfolio	Low	Low to medium
Marquis Institutional Canadian Equity Portfolio	Low to medium	Medium
Marquis Institutional Equity Portfolio	Low to medium	Medium
DMP Power Global Growth Class	Medium to high	High

[1] Excludes Series N and FN securities

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.

Staff

U.S. software firm releases retirement planning tools

Court resurrects fiduciary duty claim against investment advisors

Wall Street firms poised for strong Q1