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United-Global Fixed Income Corp Cls A – MUTUAL:CIG17754 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.23 CAD-0.03 (-0.21%)12.78 - 14.67--

Market data as of 12:00AM 03/31/15. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG17754

The primary investment objective of the Global Fixed Income Corporate Class is to provide income and long-term capital growth primarily through investments in high quality debt securities of or guaranteed by governments, governmental agencies, other governmental entities and supranational agencies in a variety of countries throughout the world and denominated in the currencies of such countries. The Global Fixed Income Corporate Class also invests in high quality publicly-traded debt securities, denominated in foreign currencies, of major corporations throughout the world and may invest in other mutual funds. Any change to the investment objectives must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.

Growth of $10,000 (10 Years)

Total Return5.14%
Yield (Trailing 12 Mo.)0.32%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure4 Years
Fund Inception10/22/2007

Trailing Total Returns - MUTUAL:CIG17754

as of 02/28/2015
TimeframeMUTUAL:CIG17754S&P 500Global Fixed Income
1 Month-2.79%5.75%-0.54%
3 Month7.46%2.31%4.34%
1 Year8.32%15.51%7.62%
3 Year4.71%18.00%5.93%
5 Year3.23%16.18%5.33%
10 Year--7.99%3.75%
Since Inception5.14%10.71%--

Sector Allocation - MUTUAL:CIG17754

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MUTUAL:CIG17754

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets--
Total Stock Holdings0
Total Bond Holdings0

Bond Credit Quality - MUTUAL:CIG17754

as of 02/28/2015
Below B0.00%
Not Rated0.00%

Top Ten Holdings - MUTUAL:CIG17754

as of 02/28/2015
CompanyYTD Return% of Assets
United Global Fixed Income Pool Cl A--99.53%

Valuation & Growth - MUTUAL:CIG17754

as of 02/28/2015
ValuationMUTUAL:CIG17754Category Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MUTUAL:CIG17754, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MUTUAL:CIG17754, 3 Year Avg

Pretax Return4.71%
Tax-adjusted Return4.61%
Tax Cost Ratio0.09%
Potential Cap Gains--

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