SunWise 2001 Dynamic Power Am Gro 75/75

 (MUTF_CA:CIG8011)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.29%  
1 week   +0.29%
   
4 week   +4.49%
   
3 month   +4.18%
   
YTD   +12.50%
   
1 year   +15.17%
   
3 years*   +20.46%
   
5 years*   +22.15%
   
*annualized
Best 3 month return+25.40%  
Worst 3 month return-36.67%  

Morningstar statistics

Morningstar category: US Equity
  Return Risk Rating
3 years Below Average High
5 years High High
10 years High High
Overall Above Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets73,840.00 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.55%  
Fund familyCI Investments Inc. 

Asset allocation

Cash6.99%  
Stocks93.01%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
17.46-0.05(-0.29%)
Nov 25, 4:30PM EST Overall Morningstar RatingTM

Description

The Fund's objective is to provide long-term capital growth. It invests primarily in equity securities of established U.S. companies.
Asset manager:
Alan Radlo (Started: Jun 1, 2011)
Advisor Company:
Dynamic Funds
2 Queen Street East,Twentieth Floor
416 364 6299 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -15.88 -11.73 4.60 2.76
Beta* 1.42 1.33 1.04 1.17
Mean annual return 1.51 1.51 1.84 0.96
R-squared* 69.81 58.28 42.16 51.46
Standard deviation 9.70 12.10 13.72 18.17
Sharpe ratio 1.77 1.42 1.55 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
CI Cambridge American Equity Corp A 99.84%