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Sunwise Fidelity Northstar Basic (0P0000755Y)

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31.377 -0.240    -0.77%
15/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  CI Investments Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.83M
SunWise Fidelity NorthStar Basic 31.377 -0.240 -0.77%

0P0000755Y Overview

 
Find basic information about the Sunwise Fidelity Northstar Basic mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000755Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change21.35%
Prev. Close31.619
Risk Rating
TTM Yield0%
ROE18.11%
IssuerCI Investments Inc
Turnover16.01%
ROA8.14%
Inception DateMar 28, 2005
Total Assets5.83M
ExpensesN/A
Min. Investment500
Market Cap32.32B
CategoryGlobal Small/Mid Cap Equity
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Sunwise Fidelity Northstar Basic Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1164 1015 1259 1224 1614 1869
Fund Return 16.42% 1.47% 25.88% 6.98% 10.05% 6.45%
Place in category 33 47 38 26 22 34
% in Category 18 31 30 14 14 34

Top Equity Funds by CI Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  CI Black Creek Global Leaders F CAD 4.67B 12.90 5.91 11.22
  CI Black Creek Global Leaders D 4.67B 12.25 5.17 10.45
  CI Signature Select Canadian Class 2.84B 17.20 7.27 9.07
  CI Cambridge Canadian Dividend F 1.79B 15.81 7.62 9.71
  CI Cambridge Canadian Div E CAD 1.79B 14.86 6.55 8.62

Top Funds for Global Small/Mid Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity NorthStar Sr T5 4.18B 17.21 7.86 7.32
  Fidelity NorthStar Sr T8 4.18B 17.29 7.93 7.35
  Fidelity NorthStar Sr A CAD 4.18B 17.24 7.88 7.31
  Fidelity NorthStar Sr B CAD 4.18B 17.50 8.17 7.56
  Fidelity NorthStar Sr F CAD 4.18B 18.62 9.41 8.80

Top Holdings

Name ISIN Weight % Last Change %
Fidelity NorthStar Sr O - 99.85 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Strong Buy Buy
Technical Indicators Neutral Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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