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    More On F000003XXB.T…

    SunWise 2001 PS Balanced 75/75 (F000003XXB.TO)

    19.92 Down 0.13(0.65%) Jul 24
    Prev Close:20.05
    YTD Return*:4.30%
    Net Assets*:69.78M
    Yield*:N/A

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in CAD.

    Headlines

    • No Headlines available for F000003XXB.TO at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CI Portfolio Series Balanced99.59N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:69.78M
    Category:Global Equity Balanced
    Annual Report Expense Ratio (net):2.86%

    Performance & Risk

    YTD Return:4.30%
    5y Avg Return:8.79%
    Rank in Category (ytd):72
    % Rank in Category (ytd):8.08%
    Beta (3y):0.74
    Morningstar Risk Rating:1

    Fund Summary

    The investment objective of the fund is to provide a prudent balance between income and long-term capital growth while further diversifying risk by limiting its investments primarily to securities of mutual funds. View More
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