SunWise 2001 Dynamic Power Am Gr 100/100

 (MUTF_CA:CIG8071)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week   +1.27%
   
4 week
   
-1.55%  
3 month
   
-3.28%  
YTD
   
-5.31%  
1 year   +2.46%
   
3 years*   +5.06%
   
5 years*   +11.80%
   
*annualized
Best 3 month return+25.07%  
Worst 3 month return-36.76%  

Morningstar statistics

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

Key statistics

Total assets103,909.00 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.10%  
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  
17.60+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* -8.89 -6.69 -4.99 -2.47
Beta* 1.19 0.86 0.95 1.08
Mean annual return 0.33 0.50 1.08 0.66
R-squared* 73.62 61.66 65.23 53.70
Standard deviation 12.06 11.98 11.26 17.14
Sharpe ratio 0.29 0.45 1.08 0.40
* Against standard index

Top 10 holdings