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 |