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SunWise Mac Cundill Canadian Bal Basic (F0CAN05NYB.TO)

19.45 Down 0.05(0.26%) Sep 15
Prev Close:19.50
YTD Return*:6.12%
Net Assets*:N/A
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for F0CAN05NYB.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
Mac Cundill Canadian Balanced Series C99.57N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:NaN
Category:Canadian Equity Balanced
Annual Report Expense Ratio (net):3.19%

Performance & Risk

YTD Return:6.12%
5y Avg Return:10.12%
Rank in Category (ytd):95
% Rank in Category (ytd):22.89%
Beta (3y):1.31
Morningstar Risk Rating:5

Fund Summary

The Fund's objective is to provide high long-term total investment returns with moderate risk through a combination of long-term capital growth and current income. It invests primarily in a mix of common and preferred shares of Canadian companies, Canadian federal and provincial bonds, high quality corporate bonds and money market instruments. View More
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