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SunWise Elite CI Camb Cdn AA Crp 100/100 (F000001W0S.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.7600-0.0600 (-0.4049%)
As of 4:00PM EDT. Market open.

SunWise Elite CI Camb Cdn AA Crp 100/100

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
Robert Swanson,Lead Manager since January 8, 2012
Robert Swanson, Principal and Portfolio Manager at Cambridge global Advisors. Prior to joining Cambridge in 2011, he worked at Fidelity Investments, where he was lead portfolio manager. Prior to joining Fidelity in 1999, he worked as a portfolio manager at Bank of America in Chicago. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University and an MBA from Northwestern University, as well as the Chartered Financial Analyst designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Balanced
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-0.56%
Yield0.00%
Morningstar Rating★★★★
Inception DateMar 31, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover8.73%
Average for CategoryN/A

Fees & Expenses

ExpenseF000001W0S.TOCategory Average
Annual Report Expense Ratio (net)3.90%1.74%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A