SunWise 2001 Dynamic Power Am Gro 75/100

 (MUTF_CA:CIG8041)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.21%
   
1 week   +0.79%
   
4 week   +1.27%
   
3 month   +4.90%
   
YTD   +13.08%
   
1 year   +14.79%
   
3 years*   +19.58%
   
5 years*   +20.79%
   
*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  
16.69+0.20(1.21%)
Dec 18, 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* -14.24 -12.17 3.81 2.07
Beta* 1.20 1.29 1.01 1.15
Mean annual return 1.15 1.46 1.74 0.92
R-squared* 53.39 56.04 40.21 50.98
Standard deviation 8.86 12.13 13.63 18.13
Sharpe ratio 1.46 1.36 1.47 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
CI Cambridge American Equity Corp A 99.84%