Investing Center Preview – Manage your investments and watch your net worth grow.


SunWise Elite CI Synergy Gbl Corp Basic – MUTUAL:CIG7833 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.93 CAD0.06 (+0.40%)13.76 - 16.26--

Market data as of 12:00AM 08/22/16. Quotes are delayed by at least 15 min.

Overview - MUTUAL:CIG7833

The investment objective is to achieve superior long-term capital growth through the tactical allocation of assets among various markets and industry sectors throughout the world. The Fund uses a proprietary quantitative model to select investments in any market or industry. The Fund invests primarily in exchange-traded funds (or ETFs) and/or other equity securities and instruments that provide exposure to those markets and industry sectors.

Growth of $10,000 (10 Years)

Total Return3.83%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure6 Years
Fund Inception10/31/2005

Trailing Total Returns - MUTUAL:CIG7833

as of 05/31/2016
TimeframeMUTUAL:CIG7833S&P 500Global Equity
1 Month4.27%3.69%4.10%
3 Month4.64%5.82%6.31%
1 Year-4.31%5.61%-1.39%
3 Year11.41%11.16%11.26%
5 Year9.32%13.38%10.79%
10 Year3.48%7.75%5.07%
Since Inception3.83%10.51%--

Sector Allocation - MUTUAL:CIG7833

as of 05/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:CIG7833

as of 05/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets--
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:CIG7833

as of 05/31/2016
CompanyYTD Return% of Assets
Synergy Global Corporate Class--99.91%

Valuation & Growth - MUTUAL:CIG7833

as of 05/31/2016
ValuationMUTUAL:CIG7833Category Range
Price/Cash Flow9.24
Dividend Yield1.97
LT Earnings10.22
Historical Earnings15.15
Sales Growth0.14
Cash-Flow Growth8.52
Book-Value Growth6.07
Key:  Lo 

Morningstar Summary - MUTUAL:CIG7833, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - MUTUAL:CIG7833, 3 Year Avg

Pretax Return11.41%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.

How do your investments compare?

Use Quicken Premier 2016 to track stocks and manage your entire portfolio.

View all your investments in one place

Track and analyze portfolio performance

Balance your portfolio with one click

Free Shipping