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SunWise Elite CI Camb Cdn Eq Crp 100/100 (SUNWISESOCAC.TO)

YHD - YHD Delayed Price. Currency in CAD
15.69-0.15 (-0.95%)
At close: 06:07PM EDT

SunWise Elite CI Camb Cdn Eq Crp 100/100

2 Queen Street East,Twentieth Floor

800 563 5181
Management Information
Brandon Snow,Lead Manager since May 31, 2011
Brandon Snow, Principal and Portfolio Manager, has nearly 10 years of investment management experience. Prior to joining CI, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets. His large-cap fund was the winner of a Lipper Fund Award in 2010. Mr. Snow received a B.A. 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.
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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

CategoryCanadian Focused Equity
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return0.92%
Yield0.00%
Morningstar Rating★★★★
Inception DateMar 31, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover12.50%
Average for CategoryN/A

Fees & Expenses

ExpenseSUNWISESOCAC.TOCategory Average
Annual Report Expense Ratio (net)4.56%1.80%
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