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MUTUAL:IMPS845:TSX

DFS GIF American Equity MFS Series 5C – MUTUAL:IMPS845 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
4.46 CAD0.04 (+0.90%)3.51 - 4.57--

Market data as of 12:00AM 06/18/13. Quotes are delayed by at least 15 min.

Overview - MUTUAL:IMPS845

To outperform the S&P 500.

Growth of $10,000 (10 Years)

Total Return0.81%
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:IMPS845

as of 05/31/2013
TimeframeMUTUAL:IMPS845S&P 500US Equity
1 Month5.22%2.34%4.92%
3 Month6.52%8.22%8.26%
Year-to-Date17.49%15.37%18.15%
1 Year25.75%27.28%24.66%
3 Year10.89%16.87%12.99%
5 Year1.81%5.43%3.37%
10 Year--7.58%3.19%
Since Inception0.81%10.42%--

Sector Allocation - MUTUAL:IMPS845

as of 05/31/2013
Basic Materials
 
3.03%
Consumer Cyclical
 
8.69%
Financial Services
 
17.71%
Real Estate
 
0.00%
Consumer Defensive
 
12.43%
Healthcare
 
13.51%
Utilities
 
2.91%
Communication Services
 
1.88%
Energy
 
9.89%
Industrials
 
12.36%
Technology
 
17.58%

Asset Allocation - MUTUAL:IMPS845

as of 05/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
86.9686.96
Bond0.00
 
 
0.000.00
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
10.5110.51
Foreign Bond0.00
 
 
0.000.00
Total0.0097.4797.47
Cash7.21
 
 
9.732.52
Total Net Assets$6.53M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:IMPS845

as of 05/31/2013
CompanyYTD Return% of Assets
MFS MB US Equity Core--100.14%

Valuation & Growth - MUTUAL:IMPS845

as of 05/31/2013
ValuationMUTUAL:IMPS845Category Range
Price/Earnings17.54
Price/Book2.47
Price/Sales1.95
Price/Cash Flow11.72
Dividend Yield2.05
LT Earnings10.48
Historical Earnings16.61
Sales Growth7.04
Cash-Flow Growth7.28
Book-Value Growth8.32
Key:  Lo 
 Hi

Morningstar Summary - MUTUAL:IMPS845, 3 Year

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

Tax Analysis - MUTUAL:IMPS845, 3 Year Avg

Pretax Return10.89%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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