Investing Center Preview – Manage your investments and watch your net worth grow.

MUTUAL:CIG17553:TSX

United-Canadian Fixed Income Corp Cls A – MUTUAL:CIG17553 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.42 CAD-0.02 (-0.16%)12.16 - 12.52--

Market data as of 12:00AM 05/22/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG17553

The fund’s objective is to maximize performance through current income and capital appreciation while maintaining safety of capital primarily through investments in liquid securities of or guaranteed by the Government of Canada or any province thereof, obligations of and deposits in interest-bearing accounts in any chartered bank or trust company, in government or corporate bonds and debentures, in mortgages or in other fixed income investments, preferred stock and other mutual funds. The portfolio advisor utilizes a pro-active, disciplined and quantitative management approach while employing various analytical tools to identify investments that offer value on a relative basis with a view to maximizing current income while preserving the prospect for some capital growth.

Growth of $10,000 (10 Years)

Total Return4.23%
Yield (Trailing 12 Mo.)0.52%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure5 Years
Fund Inception10/22/2007

Trailing Total Returns - MUTUAL:CIG17553

as of 03/31/2013
TimeframeMUTUAL:CIG17553S&P 500Canadian Fixed Income
1 Month0.32%1.93%0.96%
3 Month0.57%7.18%2.32%
Year-to-Date0.57%12.74%1.78%
1 Year3.52%16.89%5.13%
3 Year4.43%12.80%5.69%
5 Year3.81%5.21%5.38%
10 Year--7.88%4.92%
Since Inception4.23%10.38%--

Sector Allocation - MUTUAL:CIG17553

as of 03/31/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MUTUAL:CIG17553

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
12.5412.54
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
78.3878.38
Total0.0090.9290.92
Cash0.09
 
 
8.848.75
Total Net Assets$330.05M
Total Stock Holdings0
Total Bond Holdings0

Bond Credit Quality - MUTUAL:CIG17553

as of 03/31/2013
AAA35.73%
AA20.77%
A9.24%
BBB10.88%
BB4.93%
B3.26%
Below B0.62%
Not Rated0.81%

Top Ten Holdings - MUTUAL:CIG17553

as of 03/31/2013
CompanyYTD Return% of Assets
United Cdn Fixed Income Pool Cl A--99.55%

Valuation & Growth - MUTUAL:CIG17553

as of 03/31/2013
ValuationMUTUAL:CIG17553Category Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:CIG17553, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:CIG17553, 3 Year Avg

Pretax Return4.43%
Tax-adjusted Return4.29%
Tax Cost Ratio0.14%
Potential Cap Gains--

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Quicken.com Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.