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MUTUAL:CIG18862:TSX

United-US Equity Growth Corporate Cls W – MUTUAL:CIG18862 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.52 CAD0.00 (0.00%)11.36 - 14.68--

Market data as of 12:00AM 05/24/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG18862

The primary investment objective of the US Equity Growth Corporate Class is to provide long-term capital appreciation primarily through investment in a diversified portfolio of equity and equity-related securities of US issuers. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants. This Fund also 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 Return6.34%
Yield (Trailing 12 Mo.)0.77%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$25,000
Management Tenure5 Years
Fund Inception10/23/2007

Trailing Total Returns - MUTUAL:CIG18862

as of 03/31/2013
TimeframeMUTUAL:CIG18862S&P 500US Equity
1 Month2.18%1.93%0.67%
3 Month12.04%7.18%6.73%
Year-to-Date12.04%12.74%12.51%
1 Year13.76%16.89%14.30%
3 Year14.09%12.80%8.89%
5 Year9.41%5.21%2.49%
10 Year--7.88%2.86%
Since Inception6.34%10.38%--

Sector Allocation - MUTUAL:CIG18862

as of 03/31/2013
Basic Materials
 
1.57%
Consumer Cyclical
 
17.02%
Financial Services
 
3.63%
Real Estate
 
0.05%
Consumer Defensive
 
13.73%
Healthcare
 
13.15%
Utilities
 
0.00%
Communication Services
 
0.13%
Energy
 
4.86%
Industrials
 
14.87%
Technology
 
30.99%

Asset Allocation - MUTUAL:CIG18862

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
96.4296.42
Bond0.00
 
 
0.000.00
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
1.561.56
Foreign Bond0.00
 
 
0.000.00
Total0.0097.9897.98
Cash0.00
 
 
2.022.02
Total Net Assets$43.85M
Total Stock Holdings83
Total Bond Holdings0

Top Ten Holdings - MUTUAL:CIG18862

as of 03/31/2013
CompanyYTD Return% of Assets
AAPL-18.91%8.79%
ORCL-2.73%2.80%
PM11.94%2.63%
IWF--2.62%
PEP16.38%2.59%
MCD13.16%2.32%
MSFT7.98%2.25%
ACN14.06%2.04%
GILD30.65%2.01%
AMZN4.28%1.96%

Valuation & Growth - MUTUAL:CIG18862

as of 03/31/2013
ValuationMUTUAL:CIG18862Category Range
Price/Earnings17.65
Price/Book3.49
Price/Sales1.52
Price/Cash Flow11.58
Dividend Yield1.31
LT Earnings13.58
Historical Earnings18.9
Sales Growth9.37
Cash-Flow Growth17.65
Book-Value Growth11.84
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:CIG18862, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnHigh
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:CIG18862, 3 Year Avg

Pretax Return14.09%
Tax-adjusted Return13.78%
Tax Cost Ratio0.28%
Potential Cap Gains--

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