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MUTUAL:CIG19762:TSX

United-US Equity Growth Pool Class A – MUTUAL:CIG19762 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.57 CAD-0.08 (-0.69%)9.44 - 11.88--

Market data as of 12:00AM 06/19/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG19762

The primary investment objective of the US Equity Growth Pool 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.

Growth of $10,000 (10 Years)

Total Return2.41%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure6 Years
Fund Inception12/28/2006

Trailing Total Returns - MUTUAL:CIG19762

as of 05/31/2013
TimeframeMUTUAL:CIG19762S&P 500US Equity
1 Month4.95%2.34%4.92%
3 Month7.67%8.22%8.26%
Year-to-Date17.44%15.37%18.15%
1 Year21.61%27.28%24.66%
3 Year15.35%16.87%12.99%
5 Year6.33%5.43%3.37%
10 Year--7.58%3.19%
Since Inception2.41%10.42%--

Sector Allocation - MUTUAL:CIG19762

as of 05/31/2013
Basic Materials
 
2.61%
Consumer Cyclical
 
17.85%
Financial Services
 
4.01%
Real Estate
 
0.04%
Consumer Defensive
 
13.99%
Healthcare
 
13.38%
Utilities
 
0.00%
Communication Services
 
0.09%
Energy
 
5.31%
Industrials
 
15.39%
Technology
 
27.33%

Asset Allocation - MUTUAL:CIG19762

as of 05/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
96.7996.79
Bond0.00
 
 
0.000.00
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
1.591.59
Foreign Bond0.00
 
 
0.000.00
Total0.0098.3898.38
Cash0.02
 
 
1.641.62
Total Net Assets--
Total Stock Holdings85
Total Bond Holdings0

Top Ten Holdings - MUTUAL:CIG19762

as of 05/31/2013
CompanyYTD Return% of Assets
AAPL-14.23%6.29%
ORCL3.21%3.16%
PEP19.74%2.51%
PM11.47%2.46%
GOOG22.65%2.28%
MCD12.80%2.24%
IWF--2.04%
ACN24.68%1.94%
AMZN6.38%1.94%
GILD44.64%1.93%

Valuation & Growth - MUTUAL:CIG19762

as of 05/31/2013
ValuationMUTUAL:CIG19762Category Range
Price/Earnings18.07
Price/Book3.26
Price/Sales1.41
Price/Cash Flow12.03
Dividend Yield1.5
LT Earnings13.45
Historical Earnings20.95
Sales Growth9.77
Cash-Flow Growth18.06
Book-Value Growth10.71
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:CIG19762, 3 Year

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

Tax Analysis - MUTUAL:CIG19762, 3 Year Avg

Pretax Return15.35%
Tax-adjusted Return15.35%
Tax Cost Ratio0.00%
Potential Cap Gains--

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