SunWise 2001 Dynamic Power Am Gro 75/75

 (MUTF_CA:CIG8011)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.50%
   
1 week   +0.17%
   
4 week
   
-0.42%  
3 month   +4.77%
   
YTD   +1.65%
   
1 year   +4.37%
   
3 years*   +7.38%
   
5 years*   +14.07%
   
*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 Average
5 years Below Average Above Average
10 years Average High
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.33M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.55%  
Fund familyCI Investments Inc 

Asset allocation

Cash20.88%  
Stocks79.12%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
21.61+0.11(0.50%)
Jan 16, 7:00PM 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.
Fund filings (PDF) »
Asset manager:
Stephen Groff (Started: Jul 29, 2015)
Advisor Company:
Dynamic Funds
Fund family reports on Morningstar »
2 Queen Street East,Twentieth Floor
416 364 6299 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.85 -5.72 -4.37 -4.39
Beta* 0.98 0.86 0.94 1.13
Mean annual return 0.20 0.54 1.19 0.68
R-squared* 79.39 64.14 65.90 59.42
Standard deviation 10.92 12.01 11.29 17.05
Sharpe ratio 0.17 0.50 1.21 0.42
* Against standard index

Top 10 holdings