YHD - Delayed Quote CAD

SunWise Elite CI Camb Cdn Eq Corp 75/75 (F000001W2W.TO)

19.73 +0.25 (+1.28%)
At close: June 28 at 6:07 PM EDT

Fund Summary

To obtain long-term capital growth by obtaining exposure primarily to equity and equity-related securities of Canadian issuers.

SunWise Elite CI Camb Cdn Eq Corp 75/75

2 Queen Street East,Twentieth Floor
800 563 5181

Fund Overview

Category Canadian Focused Equity
Fund Family CI Investments Inc
Net Assets 31.81M
YTD Return 8.36%
Yield 0.00%
Morningstar Rating
Inception Date Mar 24, 2008

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 114.09%
Average for Category --

Fees & Expenses

Expense F000001W2W.TO Category Average
Annual Report Expense Ratio (net) 4.07% 1.80%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brandon Snow, Lead Manager since June 01, 2011
Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

Related Tickers