Sector Allocation - MUTUAL:IMP904
as of 03/31/2013
| Basic Materials | -- | |
|---|---|---|
| Consumer Cyclical | -- | |
| Financial Services | -- | |
| Real Estate | -- | |
| Consumer Defensive | -- | |
| Healthcare | -- | |
| Utilities | -- | |
| Communication Services | -- | |
| Energy | -- | |
| Industrials | -- | |
| Technology | -- |
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MUTUAL:IMP904:TSX
Growth Plan Money Market Fund – MUTUAL:IMP904 Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 20.82 CAD | 0.00 (0.00%) | 20.82 - 20.89 | -- |
Market data as of 12:00AM 05/23/13. Quotes are delayed by at least 15 min.
Overview - MUTUAL:IMP904
The investment objective is to provide consistent growth by investing in money market securities.
Growth of $10,000 (10 Years)
| Total Return | 3.07% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | -- |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | -- |
| Fund Inception | 01/01/1989 |
Trailing Total Returns - MUTUAL:IMP904
as of 03/31/2013
| Timeframe | MUTUAL:IMP904 | S&P 500 | Canadian Money Market |
|---|---|---|---|
| 1 Month | -0.01% | 1.93% | 0.04% |
| 3 Month | -0.07% | 7.18% | 0.12% |
| Year-to-Date | -0.07% | 12.74% | 0.16% |
| 1 Year | -0.29% | 16.89% | 0.49% |
| 3 Year | -0.41% | 12.80% | 0.45% |
| 5 Year | -0.04% | 5.21% | 0.63% |
| 10 Year | 0.86% | 7.88% | 1.54% |
| Since Inception | 3.07% | 10.38% | -- |
Asset Allocation - MUTUAL:IMP904
as of 03/31/2013
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 0.00 | 0.00 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.00 | 0.00 | ||
| Foreign Stock | -- | 0.00 | 0.00 | ||
| Foreign Bond | -- | 15.74 | 15.74 | ||
| Total | -- | 15.74 | 15.74 | ||
| Cash | -- | 84.26 | 84.26 | ||
| Total Net Assets | $2.51M |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 5 |
Top Ten Holdings - MUTUAL:IMP904
as of 03/31/2013
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC FRN | -- | 3.94% |
| Financement-Québec, Floating Rate | -- | 3.93% |
| Ontario T-Bill | -- | 3.92% |
| GE Cap Cda Fdg Co Mtn Cds- FRN | -- | 1.98% |
| Bank of Montreal FRN | -- | 1.97% |
Valuation & Growth - MUTUAL:IMP904
as of 03/31/2013
| Valuation | MUTUAL:IMP904 | Category 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:IMP904, 3 Year
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Low |
Key: Lo Hi
Tax Analysis - MUTUAL:IMP904, 3 Year Avg
| Pretax Return | -0.41% |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | -- |
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