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    More On SWESSVALEURC…

    SunWise Essntl Dyn Can Val Seg Bundle (SWESSVALEURC.TO)

    13.09 Up 0.18(1.39%) Jan 29
    Prev Close:12.91
    YTD Return*:7.12%
    Net Assets*:19.56M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Dynamic Canadian Value Class38.36N/A
    Dynamic Global Dividend Class Sr O37.60N/A
    Dynamic Canadian Bond23.73N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:19.56M
    Category:Global Equity Balanced
    Annual Report Expense Ratio (net):3.32%

    Performance & Risk

    YTD Return:7.12%
    5y Avg Return:N/A
    Rank in Category (ytd):71
    % Rank in Category (ytd):9.42%
    Beta (3y):0.82
    Morningstar Risk Rating:2

    Fund Summary

    Dynamic Canadian Value Class seeks to achieve long-term capital growth by investing primarily in equity securities of Canadian businesses. View More
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