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Sunwise Fidelity Northstar Basic (0P0000755Y)

Toronto

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31.377 -0.240 -0.77%

15/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 5.83M

Type: Fund

Market: Canada

Asset Class: Equity

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0P0000755Y Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Fidelity NorthStar Basic (0P0000755Y) fund. Our SunWise Fidelity NorthStar Basic portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.330	1.700	0.370
Stocks	97.730	97.730	0.000
Bonds	0.030	0.030	0.000
Convertible	0.020	0.020	0.000
Preferred	0.030	0.030	0.000
Other	0.870	0.870	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.302	15.174
Price to Book	1.883	2.253
Price to Sales	0.990	1.363
Price to Cash Flow	8.394	9.751
Dividend Yield	2.542	2.499
5 Years Earnings Growth	10.604	11.506

Sector Allocation

Name	Net %	Category Average
Technology	22.250	20.652
Consumer Defensive	14.230	10.021
Consumer Cyclical	13.540	13.654
Healthcare	12.680	11.814
Industrials	10.990	17.743
Financial Services	8.790	9.954
Communication Services	7.290	6.323
Energy	4.880	4.401
Basic Materials	2.930	4.333
Utilities	1.460	2.434
Real Estate	0.960	2.242

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

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

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.66B	12.90	5.91	11.22
CI Black Creek Global Leaders D	4.66B	12.25	5.17	10.45
CI Signature Select Canadian Class	2.82B	17.20	7.27	9.07
CI Cambridge Canadian Div E CAD	1.78B	14.86	6.55	8.62
CI Cambridge Canadian Dividend D	1.78B	15.12	6.86	8.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Fidelity .	31.377	-0.240	-0.77%