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Ci North American Small/mid Cap Equity Fund (series F Units) (0P0000768T)

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42.937 +0.290    +0.69%
25/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.23B
Type:  Fund
Market:  Canada
Issuer:  Sentry Investments
Asset Class:  Equity
Sentry Small/Mid Cap Income Fund Series F 42.937 +0.290 +0.69%

0P0000768T Overview

 
Find basic information about the Ci North American Small/mid Cap Equity Fund (series F Units) 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 0P0000768T MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change32.59%
Prev. Close42.643
Risk Rating
TTM Yield0.12%
ROE11.72%
IssuerSentry Investments
Turnover4.62%
ROA4.27%
Inception DateJul 28, 2005
Total Assets1.23B
ExpensesN/A
Min. Investment500
Market Cap7.1B
CategoryCanadian Focused Small/Mid Cap Equity
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Ci North American Small/mid Cap Equity Fund (series F Units) Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1193 1028 1408 1129 1577 2113
Fund Return 19.34% 2.83% 40.82% 4.14% 9.53% 7.77%
Place in category 8 11 8 15 16 5
% in Category 14 26 14 42 52 20

Top Equity Funds by CI Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sentry US Gr and Incm Fund Sr F CAD 3.53B 25.57 11.15 12.41
  Sentry All Cap Income Fund Series F 1.83B 19.77 3.88 7.92
  Sentry All Cap Income Fund Series X 1.83B 19.44 3.54 7.57
  Sentry US Mon Incm Fund A CAD 931.01M 19.32 7.42 8.72
  Sentry US Mon Incm Fund Sr B CAD 931.01M 19.32 7.40 8.71

Top Funds for Canadian Focused Small/Mid Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dynamic Small Business Fund Ser FI 868.64M 10.27 -1.43 4.87
  Dynamic Small Business Series F 868.64M 10.22 -1.49 4.74
  Dynamic Small Business Series G 868.64M 9.29 -2.47 3.70
  Dynamic Small Business Series I 868.64M 11.33 -0.30 6.02
  Dynamic Small Business Fund Ser IP 868.64M 11.32 -0.31 5.97

Top Holdings

Name ISIN Weight % Last Change %
  Cargojet CA14179V5036 5.25 122.47 +0.77%
  KKR & Co US48251W1045 5.19 161.27 +1.47%
  Stantec CA85472N1096 4.02 120.78 -0.68%
  Waste Connections CA94106B1013 3.99 193.25 +0.23%
  Information Services Corporation CA45676A1057 3.99 27.20 -0.04%

Technical Summary

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