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SunWise 2001 U.S. Market Index 75/75 (F000003XY2.TO)

10.83 Down 0.02(0.18%) Jul 29

Profile as of Jun 29, 2014Get Profile for:
SunWise 2001 U.S. Market Index 75/75
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:US Equity
Fund Family:CI Investments Inc.
Net Assets:1.11M
Year-to-Date Return:5.68%
Morningstar Rating:4 stars
Fund Inception Date:Dec 3, 2001
Morningstar Style Box 
US Equity
[View Category Definition]
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About the Morningstar Style Box
Management Information 

Lead Manager since
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
F000003XY2.TO can be purchased from 0 brokerages.

Fund Summary 
To closely match the return of a recognized benchmark index of U.S. market performance including dividends over one year and five year periods. The current Index is the Standard & Poor's 500 Composite Index.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 27.22%
Average for Category:57.32%
Fees & Expenses 
ExpenseF000003XY2.TOCategory Avg
Annual Report Expense Ratio (net):2.91%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/A579
5 Yr Expense Projection*:N/A1,014
10 Yr Expense Projection*:N/A2,307
* Per $10,000 invested