Toronto - Delayed Quote CAD

SunWise Essntl 2 Port Cnsrv Income (0P0000Y2UC.TO)

15.88 -0.02 (-0.11%)
At close: April 17 at 4:00 PM EDT
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DELL
  • Previous Close 15.90
  • YTD Return 4.04%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 43.7M
  • Beta (5Y Monthly) 0.87
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 9.18%
  • Last Dividend --
  • Inception Date Aug 27, 2012

CI Investments Inc

Fund Family

--

Fund Category

43.7M

Net Assets

2012-08-27

Inception Date

More about SunWise Essntl 2 Port Cnsrv Income

Performance Overview: 0P0000Y2UC.TO

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Trailing returns as of 4/17/2024.

YTD Return

0P0000Y2UC.TO
4.04%
Category
0.00%
 

1-Year Return

0P0000Y2UC.TO
8.05%
Category
0.00%
 

3-Year Return

0P0000Y2UC.TO
1.64%
Category
0.00%
 

5-Year Return

0P0000Y2UC.TO
3.11%
Category
0.00%
 

Holdings: 0P0000Y2UC.TO

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Sector Weightings

Sector0P0000Y2UC.TO
Financial Services   18.77%
Technology   17.80%
Industrials   12.03%
Energy   11.25%
Consumer Cyclical   10.88%
Healthcare   8.28%
Communication Services   6.12%
Consumer Defensive   5.93%
Basic Materials   5.19%
Utilities   2.30%
Real Estate   1.47%
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