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MUTUAL:IMPM845:TSX

DFS GIF American Equity MFS Series 5C – MUTUAL:IMPM845 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
4.53 CAD0.10 (+2.26%)3.47 - 4.53--

Market data as of 12:00AM 05/17/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:IMPM845

To outperform the S&P 500.

Growth of $10,000 (10 Years)

Total Return-0.05%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure--
Fund Inception10/29/2007

Trailing Total Returns - MUTUAL:IMPM845

as of 03/31/2013
TimeframeMUTUAL:IMPM845S&P 500US Equity
1 Month1.54%1.93%0.67%
3 Month12.00%7.18%6.73%
Year-to-Date12.00%12.74%12.51%
1 Year14.10%16.89%14.30%
3 Year6.63%12.80%8.89%
5 Year0.98%5.21%2.49%
10 Year--7.88%2.86%
Since Inception-0.05%10.38%--

Sector Allocation - MUTUAL:IMPM845

as of 03/31/2013
Basic Materials
 
1.21%
Consumer Cyclical
 
8.97%
Financial Services
 
17.76%
Real Estate
 
1.20%
Consumer Defensive
 
12.01%
Healthcare
 
13.43%
Utilities
 
2.81%
Communication Services
 
1.81%
Energy
 
10.59%
Industrials
 
14.26%
Technology
 
15.95%

Asset Allocation - MUTUAL:IMPM845

as of 03/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
86.2086.20
Bond0.00
 
 
0.000.00
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
11.0811.08
Foreign Bond0.00
 
 
0.000.00
Total0.0097.2897.28
Cash0.18
 
 
2.902.72
Total Net Assets$6.00M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:IMPM845

as of 03/31/2013
CompanyYTD Return% of Assets
MFS MB US Equity Core--99.06%

Valuation & Growth - MUTUAL:IMPM845

as of 03/31/2013
ValuationMUTUAL:IMPM845Category Range
Price/Earnings17.08
Price/Book2.39
Price/Sales1.88
Price/Cash Flow11.28
Dividend Yield1.84
LT Earnings11.15
Historical Earnings13.52
Sales Growth7.46
Cash-Flow Growth6.69
Book-Value Growth8.04
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:IMPM845, 3 Year

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

Tax Analysis - MUTUAL:IMPM845, 3 Year Avg

Pretax Return6.63%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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