SunWise 2001 Dynamic Power Am Gro 75/75

 (MUTF_CA:CIG8011)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week   +1.29%
   
4 week
   
-1.50%  
3 month
   
-3.09%  
YTD
   
-4.76%  
1 year   +3.31%
   
3 years*   +5.91%
   
5 years*   +12.71%
   
*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 Average Above Average
10 years High High
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets64,005.00 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.55%  
Fund familyCI Investments Inc 

Asset allocation

Cash17.27%  
Stocks82.74%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
19.88+0.01(0.07%)
Sep 14, 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.
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* -8.09 -5.92 -4.21 -1.67
Beta* 1.19 0.86 0.95 1.08
Mean annual return 0.40 0.57 1.15 0.73
R-squared* 73.56 61.66 65.18 53.84
Standard deviation 12.07 12.01 11.29 17.18
Sharpe ratio 0.36 0.52 1.15 0.45
* Against standard index

Top 10 holdings