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 Dow Down 0.72% Nasdaq Down 0.50%

SunWise Essntl FdtyAm Discip Eq Seg (SWESSFIDITYD.TO)

15.83 Up 0.02(0.13%) Jul 24
Prev Close:15.81
YTD Return*:4.72%
Net Assets*:1.11M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

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

Top Holdings

Symbol% AssetsYTD Return %
Fidelity American Disciplined Eq Cl A99.83N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.11M
Category:US Equity
Annual Report Expense Ratio (net):3.58%

Performance & Risk

YTD Return:4.72%
5y Avg Return:N/A
Rank in Category (ytd):51
% Rank in Category (ytd):6.09%
Beta (3y):1.10
Morningstar Risk Rating:3

Fund Summary

The Fund aims to achieve long-term capital growth by investing primarily in US equity securities. View More
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