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    SunWise 2001 CI Prem Amer Val Cop100/100 (F000003XTW.TO)

    12.19 Up 0.12(0.99%) Mar 27

    Profile as of Feb 27, 2015Get Profile for:
    SunWise 2001 CI Prem Amer Val Cop100/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:US Equity
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:9.03%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    US Equity
    [View Category Definition]
    View Top US Equity Funds
    About the Morningstar Style Box
    Management Information 
    William Priest Jr.
    Lead Manager since Aug 1, 2002
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    F000003XTW.TO can be purchased from 0 brokerages.

    Fund Summary 
    The Fund's investment objective is to provide strong capital growth over the long term. The Fund invests primarily in equities of American companies.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 3.07%
    Average for Category:50.23%
    Fees & Expenses 
    ExpenseF000003XTW.TOCategory Avg
    Annual Report Expense Ratio (net):4.12%1.86%
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/AN/A
    Max Deferred Sales Load: N/AN/A
    3 Yr Expense Projection*:N/A579
    5 Yr Expense Projection*:N/A1,013
    10 Yr Expense Projection*:N/A2,305
    * Per $10,000 invested