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More On F000003XWN.T…

SunWise 2001 Fidelity US Foc Stk 100/100 (F000003XWN.TO)

8.72 Up 0.09(1.04%) Apr 22
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Profile as of Mar 30, 2014Get Profile for:
SunWise 2001 Fidelity US Foc Stk 100/100
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:US Equity
Fund Family:CI Investments Inc.
Net Assets:882.62K
Year-to-Date Return:5.09%
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 
Management Team
Lead Manager since Dec 3, 2001
Team Managed
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
F000003XWN.TO can be purchased from 0 brokerages.

Fund Summary 
This Fund aims to achieve long-term capital growth. It invests primarily in equity securities of U.S. companies.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 1.03%
Average for Category:52.51%
Fees & Expenses 
ExpenseF000003XWN.TOCategory Avg
Annual Report Expense Ratio (net):4.08%1.92%
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/A586
5 Yr Expense Projection*:N/A1,026
10 Yr Expense Projection*:N/A2,334
* Per $10,000 invested