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Sunwise Essential Fidelity American Disciplined Equity Income Class Bundle (0P0000Q3CZ)

Toronto

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35.696 +0.135 +0.38%

18/06 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.16M

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0P0000Q3CZ Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential Fidelity American Disciplined Eq (0P0000Q3CZ) fund. Our SunWise Essential Fidelity American Disciplined Eq 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	0.800	2.920	2.120
Shares	71.480	71.480	0.000
Bonds	27.560	27.560	0.000
Convertible	0.170	0.170	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.140	17.885
Price to Book	4.633	2.961
Price to Sales	3.221	2.111
Price to Cash Flow	16.564	11.421
Dividend Yield	1.277	2.135
5 Years Earnings Growth	10.270	9.998

Sector Allocation

Name	Net %	Category Average
Technology	33.410	18.574
Financial Services	13.420	20.453
Consumer Cyclical	11.010	10.537
Healthcare	10.510	10.609
Communication Services	9.190	6.472
Industrials	7.590	12.880
Consumer Defensive	5.620	7.726
Energy	3.140	6.077
Utilities	2.500	2.669
Real Estate	1.890	2.849
Basic Materials	1.710	5.417

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 2

	Name	ISIN	Weight %	Last	Change %
	Fidelity American Disciplined Eq Sr O	-	73.88	-	-
	Fidelity Canadian Bond Series O	-	28.24	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.64B	1.88	9.26	9.47
CI Black Creek Global Leaders D	4.64B	1.60	8.50	8.71
CI Signature Select Canadian Class	2.69B	3.79	10.58	9.02
CI Cambridge Canadian Dividend F	1.69B	5.36	9.92	9.52
CI Cambridge Canadian Div E CAD	1.69B	4.93	8.83	8.43

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