YHD - Delayed Quote CAD

SunWise 2001 Mack Cundill Cdn Sec 75/100 (F000003XWV.TO)

19.16 -0.37 (-1.89%)
At close: June 28 at 6:07 PM EDT

Fund Summary

The Fund's objective is to provide long-term growth of capital by investing primarily in equity securities of Canadian issuers.

SunWise 2001 Mack Cundill Cdn Sec 75/100

2 Queen Street East,Twentieth Floor
800 563 5181

Fund Overview

Category Canadian Focused Equity
Fund Family CI Investments Inc
Net Assets 1.97M
YTD Return 11.53%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2001

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 0.10%
Average for Category --

Fees & Expenses

Expense F000003XWV.TO Category Average
Annual Report Expense Ratio (net) 3.85% 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

Alan Radlo, Lead Manager since December 03, 2001
Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a Masters of Business Administration from the University of Massachusetts in Amherst, Massachusetts.

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.

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