Send me a link:

*Text messaging rates may apply.

 Dow Up0.13% Nasdaq Down0.10%

SunWise AIC American Focused Basic (F0CAN05NZO.TO)

10.13 Down 0.01(0.10%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
SunWise AIC American Focused Basic
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:US Equity
Fund Family:CI Investments Inc.
Net Assets:2.77M
Year-to-Date Return:4.95%
Yield:0.00%
Morningstar Rating:2 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:1,000
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:50
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:N/A
F0CAN05NZO.TO can be purchased from 0 brokerages.

Fund Summary 
The fundamental investment objective of the Fund is to obtain capital preservation and appreciation by investing primarily in a select number of U.S. equities.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 2.08%
Average for Category:57.32%
Fees & Expenses 
ExpenseF0CAN05NZO.TOCategory Avg
Annual Report Expense Ratio (net):3.62%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