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

Toronto

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37.618 -0.260 -0.69%

29/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.71M

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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	18.348
Price to Book	4.633	2.964
Price to Sales	3.221	2.111
Price to Cash Flow	16.564	11.558
Dividend Yield	1.277	2.121
5 Years Earnings Growth	10.270	9.781

Sector Allocation

Name	Net %	Category Average
Technology	33.410	19.023
Financial Services	13.420	20.324
Consumer Cyclical	11.010	10.754
Healthcare	10.510	9.980
Communication Services	9.190	6.355
Industrials	7.590	13.262
Consumer Defensive	5.620	7.544
Energy	3.140	6.096
Utilities	2.500	2.623
Real Estate	1.890	2.818
Basic Materials	1.710	5.446

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	4.86B	1.35	9.92	8.98
CI Black Creek Global Leaders D	4.86B	0.95	9.15	8.22
CI Signature Select Canadian Class	2.8B	10.41	14.63	9.85
CI Cambridge Canadian Dividend F	1.73B	8.61	11.50	9.90
CI Cambridge Canadian Div E CAD	1.73B	7.99	10.39	8.81

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