Specialty High Yield Bond Fund - Closed
Investment Objectives: To provide a high level of current income while maintaining security of capital.
Inception Date: December 1991
Investment Style: The Fund uses a “bottom up” securities selection process concentrating first on individual company fundamentals before industry considerations and economic trends.
Portfolio Advisor:
About the Advisor:
Josh Rank, Director,
Portfolio Manager of High Yield
Download Portfolio Manager Profile
Download Morningstar Report
Other funds to consider:
| Total Assets | Management Fee | MER | Distribution Frequency |
| $296.1 million | 1.60% | 2.11% | Monthly |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty High Yield Bond Fund - Closed | 3.7% | 11.8% | 2.1% | 36.8% | 1.8% | 4.2% | 6.6% | 6.6% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT102 | NWT203 | NWT303 | NWT802 | NWT503 | NWT703 |
Summary of Investment Portfolio December 31, 2009.
Management Report on Fund Performance as at September 30, 2009.
Proxy Voting Record: To view the proxy voting record for the fund, please click this link and then select the fund from the drop down menu.
Note: Effective September 30, 2009, the Northwest Specialty High Yield Bond Fund is closed to new purchases.
