Toronto - Delayed Quote CAD

SWESS 2 Grnite Bal Gwth Port Invstmt (0P0000Y2V3.TO)

18.68 -0.04 (-0.22%)
At close: April 18 at 4:00 PM EDT
Loading Chart for 0P0000Y2V3.TO
DELL
  • Previous Close 18.72
  • YTD Return 5.19%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 2.74M
  • Beta (5Y Monthly) 0.97
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 5.67%
  • Last Dividend --
  • Inception Date Aug 27, 2012

CI Investments Inc

Fund Family

--

Fund Category

2.74M

Net Assets

2012-08-27

Inception Date

Performance Overview: 0P0000Y2V3.TO

Trailing returns as of 4/18/2024.

YTD Return

0P0000Y2V3.TO
5.19%
Category
0.00%
 

1-Year Return

0P0000Y2V3.TO
9.02%
Category
0.00%
 

3-Year Return

0P0000Y2V3.TO
1.68%
Category
0.00%
 

5-Year Return

0P0000Y2V3.TO
3.58%
Category
0.00%
 

Holdings: 0P0000Y2V3.TO

Sector Weightings

Sector0P0000Y2V3.TO
Technology   16.69%
Industrials   15.26%
Healthcare   6.97%
Energy   6.48%
Real Estate   5.50%
Utilities   4.90%

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