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MUTUAL:CIG18652:TSX

United-Short-Term Income Corporate Cls W – MUTUAL:CIG18652 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.78 CAD0.00 (0.00%)12.43 - 12.79--

Market data as of 12:00AM 09/30/14. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG18652

The primary investment objective of the Short Term Income Corporate Class is to earn a high level of current income while preserving invested capital and liquidity, primarily through investments in high quality fixed income securities with short term (under five years) maturities. Such investments may include 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, government or corporate bonds and debentures, mortgages or other fixed income investments, preferred stock and 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 Return3.73%
Yield (Trailing 12 Mo.)0.24%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure1 Years
Fund Inception10/22/2007

Trailing Total Returns - MUTUAL:CIG18652

as of 08/31/2014
TimeframeMUTUAL:CIG18652S&P 500Canadian Short Term Fixed Income
1 Month0.24%4.00%0.17%
3 Month0.55%4.68%0.32%
Year-to-Date2.40%9.89%1.72%
1 Year3.48%25.25%2.48%
3 Year2.76%20.61%1.74%
5 Year3.06%16.88%2.23%
10 Year--8.38%2.68%
Since Inception3.73%10.69%--

Sector Allocation - MUTUAL:CIG18652

as of 08/31/2014
Basic Materials
 
0.00%
Consumer Cyclical
 
100.00%
Financial Services
 
0.00%
Real Estate
 
0.00%
Consumer Defensive
 
0.00%
Healthcare
 
0.00%
Utilities
 
0.00%
Communication Services
 
0.00%
Energy
 
0.00%
Industrials
 
0.00%
Technology
 
0.00%

Asset Allocation - MUTUAL:CIG18652

as of 08/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
4.694.69
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.070.07
Foreign Bond0.00
 
 
86.7086.70
Total0.0091.4691.46
Cash0.09
 
 
8.618.52
Total Net Assets--
Total Stock Holdings0
Total Bond Holdings0

Bond Credit Quality - MUTUAL:CIG18652

as of 08/31/2014
AAA35.79%
AA10.72%
A17.12%
BBB15.86%
BB0.30%
B2.36%
Below B0.02%
Not Rated1.30%

Top Ten Holdings - MUTUAL:CIG18652

as of 08/31/2014
CompanyYTD Return% of Assets
United Short Term Income Pool--99.68%

Valuation & Growth - MUTUAL:CIG18652

as of 08/31/2014
ValuationMUTUAL:CIG18652Category Range
Price/Earnings4.66
Price/Book1.25
Price/Sales0.85
Price/Cash Flow2.41
Dividend Yield0
LT Earnings
Historical Earnings75
Sales Growth-27.05
Cash-Flow Growth18.75
Book-Value Growth90.55
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:CIG18652, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:CIG18652, 3 Year Avg

Pretax Return2.76%
Tax-adjusted Return2.66%
Tax Cost Ratio0.09%
Potential Cap Gains--

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