SunWise 2001 Dynamic Power Am Gro 75/100

 (MUTF_CA:CIG8041)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.93%
   
1 week   +3.40%
   
4 week
   
-2.25%  
3 month
   
-1.23%  
YTD   +3.12%
   
1 year   +31.89%
   
3 years*   +14.46%
   
5 years*   +21.79%
   
*annualized
Best 3 month return+25.14%  
Worst 3 month return-36.72%  

Morningstar statistics

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

Key statistics

Total assets3.07M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.55%  
Fund familyCI Investments Inc. 

Asset allocation

Cash3.11%  
Stocks96.89%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
15.22+0.14(0.93%)
Apr 22, 4:30PM 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:
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* -5.44 -7.41 3.83 2.66
Beta* 1.14 1.22 1.06 1.16
Mean annual return 2.27 1.24 1.82 0.79
R-squared* 79.28 60.83 45.76 52.17
Standard deviation 9.63 13.53 14.44 18.16
Sharpe ratio 2.73 1.03 1.46 0.41
* Against standard index

Top 10 holdings

Security Net Assets  
CI Cambridge American Equity Corp A 99.89%