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More On SWESSFIDITYR…


SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

12.55 Up 0.01(0.08%) Apr 14
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Holdings as of Dec 30, 2013Get Holdings for:
Overall Portfolio Composition (%) 
Cash:12.94
Stocks:68.06
Bonds:17.66
Other:0.00
Top 10 Holdings (99.84% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Fidelity Global Asset Allocation Sr AN/A99.84N/A
Equity Holdings 
AveragesSWESSFIDITYR.TOCategory Avg
Price/Earnings16.0615.55
Price/Book2.051.96
Price/Sales1.491.32
Price/Cashflow5.956.17
Median Market Cap54.67K23.73K
3 Year Earnings Growth12.77%13.64%
Sector Weightings (%)  
Sector SWESSFIDITYR.TOCategory Avg
Basic Materials
 
3.586.42
Consumer Cyclical
 
6.7110.73
Financial Services
 
18.2021.39
Realestate
 
0.972.53
Consumer Defensive
 
10.318.49
Healthcare
 
17.218.82
Utilities0.001.72
Communication Services
 
6.983.65
Energy
 
10.8012.87
Industrials
 
9.6813.33
Technology
 
15.5710.06
Bond Ratings (%)  
SectorSWESSFIDITYR.TOCategory Avg
US GOVERNMENTN/AN/A
AAA7.14N/A
AA2.12N/A
A1.79N/A
BBB2.80N/A
BB0.47N/A
B0.60N/A
BELOW B0.04N/A
OTHER0.17N/A
Bond Holdings 
AveragesSWESSFIDITYR.TOCategory Avg
MaturityN/AN/A
DurationN/AN/A
Credit QualityNaNN/A