SunWise 2001 Dynamic Power Am Gro 75/100

 (MUTF_CA:CIG8041)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week
   
-0.42%  
4 week   +7.57%
   
3 month   +4.77%
   
YTD   +11.65%
   
1 year   +16.71%
   
3 years*   +18.04%
   
5 years*   +21.59%
   
*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 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 assets50,700.00 
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  
16.480.00(0.00%)
Nov 20, 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* -16.32 -12.28 4.11 2.31
Beta* 1.42 1.33 1.04 1.16
Mean annual return 1.46 1.47 1.80 0.92
R-squared* 69.86 58.13 41.96 51.36
Standard deviation 9.65 12.13 13.70 18.13
Sharpe ratio 1.72 1.38 1.51 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
CI Cambridge American Equity Corp A 99.84%