SunWise 2001 Dynamic Power Am Gro 75/100

 (MUTF_CA:CIG8041)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.91%
   
1 week   +0.75%
   
4 week   +1.28%
   
3 month   +4.09%
   
YTD
   
-0.44%  
1 year   +1.48%
   
3 years*   +5.80%
   
5 years*   +14.46%
   
*annualized
Best 3 month return+25.14%  
Worst 3 month return-36.72%  

Morningstar statistics

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

Key statistics

Total assets1.41M 
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  
19.43+0.17(0.91%)
Nov 15, 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* -11.22 -6.29 -4.57 -4.57
Beta* 1.12 0.85 0.93 1.12
Mean annual return 0.74 0.57 1.17 0.64
R-squared* 74.67 62.62 65.27 58.89
Standard deviation 12.57 11.88 11.18 16.99
Sharpe ratio 0.66 0.53 1.19 0.39
* Against standard index

Top 10 holdings