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MUTUAL:ELM776:TSX

Empire Life Canadian Equity MF T6 – MUTUAL:ELM776 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.92 CAD0.08 (+0.83%)9.15 - 9.92--

Market data as of 12:00AM 05/21/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:ELM776

Empire Life Canadian Equity Mutual Fund aims to provide long-term capital growth by investing primarily in equity securities of Canadian corporations.

Growth of $10,000 (10 Years)

Total Return4.71%
Yield (Trailing 12 Mo.)5.96%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure1 Years
Fund Inception01/09/2012

Trailing Total Returns - MUTUAL:ELM776

as of 03/31/2013
TimeframeMUTUAL:ELM776S&P 500Canadian Equity
1 Month-0.96%1.93%-1.02%
3 Month3.57%7.18%0.42%
Year-to-Date3.57%12.74%3.19%
1 Year4.86%16.89%6.16%
3 Year--12.80%3.15%
5 Year--5.21%0.17%
10 Year--7.88%7.46%
Since Inception4.71%10.38%--

Sector Allocation - MUTUAL:ELM776

as of 03/31/2013
Basic Materials
 
7.85%
Consumer Cyclical
 
4.88%
Financial Services
 
28.30%
Real Estate
 
3.65%
Consumer Defensive
 
7.02%
Healthcare
 
1.81%
Utilities
 
2.62%
Communication Services
 
6.11%
Energy
 
26.50%
Industrials
 
6.60%
Technology
 
4.65%

Asset Allocation - MUTUAL:ELM776

as of 03/31/2013
By PercentShort0%LongNet
Stock--
 
 
3.453.45
Bond--
 
 
0.000.00
Other--
 
 
0.960.96
Foreign Stock--
 
 
91.6891.68
Foreign Bond--
 
 
0.000.00
Total--96.0996.09
Cash--
 
 
3.913.91
Total Net Assets--
Total Stock Holdings44
Total Bond Holdings0

Top Ten Holdings - MUTUAL:ELM776

as of 03/31/2013
CompanyYTD Return% of Assets
TSE:RY0.90%7.74%
TSE:BNS1.23%7.26%
TSE:TD-0.33%6.67%
TSE:SU-7.68%5.27%
TSE:CNR8.90%4.54%
TSE:CVE-6.21%4.12%
TSE:MRU-2.44%3.95%
TSE:ENB8.83%3.69%
TSE:GIB.A14.14%3.25%
TSE:IFC-5.22%3.10%

Valuation & Growth - MUTUAL:ELM776

as of 03/31/2013
ValuationMUTUAL:ELM776Category Range
Price/Earnings14.92
Price/Book2.11
Price/Sales1.59
Price/Cash Flow8.43
Dividend Yield2.63
LT Earnings9.71
Historical Earnings11.32
Sales Growth6.71
Cash-Flow Growth23.74
Book-Value Growth7.04
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:ELM776, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
Risk
Return
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:ELM776, 3 Year Avg

Pretax Return--
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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