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MUTUAL:CIG8386:TSX

SunWise 2001 Bond Index Fund - Combined – MUTUAL:CIG8386 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.00 CAD0.00 (0.00%)15.76 - 16.21--

Market data as of 12:00AM 05/23/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG8386

The Fund will be managed in a prudent manner, with the objective of achieving a rate of return that closely tracks the total return of the Scotia Capital Universe Total Return Index, a widely recognized Canadian bond index.

Growth of $10,000 (10 Years)

Total Return4.26%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure11 Years
Fund Inception12/03/2001

Trailing Total Returns - MUTUAL:CIG8386

as of 03/31/2013
TimeframeMUTUAL:CIG8386S&P 500Canadian Fixed Income
1 Month0.31%1.93%0.96%
3 Month0.19%7.18%2.32%
Year-to-Date0.19%12.74%1.78%
1 Year2.49%16.89%5.13%
3 Year4.49%12.80%5.69%
5 Year3.98%5.21%5.38%
10 Year4.30%7.88%4.92%
Since Inception4.26%10.38%--

Sector Allocation - MUTUAL:CIG8386

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:CIG8386

as of 03/31/2013
By PercentShort0%LongNet
Stock--
 
 
0.000.00
Bond--
 
 
0.030.03
Other--
 
 
0.600.60
Foreign Stock--
 
 
0.000.00
Foreign Bond--
 
 
98.7798.77
Total--99.4099.40
Cash--
 
 
0.610.61
Total Net Assets$8.10M
Total Stock Holdings0
Total Bond Holdings0

Bond Credit Quality - MUTUAL:CIG8386

as of 03/31/2013
AAA46.73%
AA33.26%
A16.50%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Not Rated0.54%

Top Ten Holdings - MUTUAL:CIG8386

as of 03/31/2013
CompanyYTD Return% of Assets
TD Emerald Canadian Bond Index--99.65%

Valuation & Growth - MUTUAL:CIG8386

as of 03/31/2013
ValuationMUTUAL:CIG8386Category 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:CIG8386, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAbove Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:CIG8386, 3 Year Avg

Pretax Return4.49%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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