SunWise 2001 Dynamic Power Am Gro 75/100

 (MUTF_CA:CIG8041)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.39%
   
1 week   +1.59%
   
4 week   +3.66%
   
3 month   +5.93%
   
YTD
   
-0.50%  
1 year
   
-1.60%  
3 years*   +11.49%
   
5 years*   +11.95%
   
*annualized
Best 3 month return+25.14%  
Worst 3 month return-36.72%  

Morningstar statistics

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

Key statistics

Total assets1.60M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.55%  
Fund familyCI Investments Inc 

Asset allocation

Cash7.40%  
Stocks92.60%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
17.85+0.07(0.39%)
Jul 19, 8:00PM EDT 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:
Stephen Groff (Started: Jul 29, 2015)
Advisor Company:
Dynamic Funds
2 Queen Street East,Twentieth Floor
416 364 6299 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -6.86 -3.84 -7.24 0.13
Beta* 0.81 0.83 1.00 1.03
Mean annual return 0.05 0.99 0.90 0.82
R-squared* 65.54 58.69 58.45 48.52
Standard deviation 14.43 11.66 13.13 17.45
Sharpe ratio 0.01 0.96 0.76 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
CI Cambridge American Equity Corp A 99.53%