• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.44% Nasdaq Down0.42%


    SunWise 2001 Fidelity NorthStar 100/100 (SUNWISEFIDTO.TO)

    17.65 Up 0.16(0.91%) Mar 30

    Profile as of Feb 27, 2015Get Profile for:
    SunWise 2001 Fidelity NorthStar 100/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Small/Mid Cap Equity
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:10.80%
    Morningstar Rating:3 stars
    Fund Inception Date:Mar 28, 2005
    Morningstar Style Box 
    Global Small/Mid Cap Equity
    [View Category Definition]
    View Top Global Small/Mid Cap Equity Funds
    About the Morningstar Style Box
    Management Information 
    Management Team
    Lead Manager since Apr 1, 2009
    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
    SUNWISEFIDTO.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 companies anywhere in the world.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 13.00%
    Average for Category:36.27%
    Fees & Expenses 
    ExpenseSUNWISEFIDTO.TOCategory Avg
    Annual Report Expense Ratio (net):3.98%1.98%
    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/A703
    5 Yr Expense Projection*:N/A1,232
    10 Yr Expense Projection*:N/A2,805
    * Per $10,000 invested