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Ci U.s. Equity & Income Fund B (0P00017QZO)

Toronto

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22.556 +0.110 +0.51%

23/01 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 986.01M

Type: Fund

Market: Canada

Issuer: Sentry Investments

Asset Class: Equity

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0P00017QZO Overview

Find basic information about the Ci U.s. Equity & Income Fund B 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 0P00017QZO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Technical Chart

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Rating

1-Year Change23.24%

Prev. Close22.442

Risk Rating

TTM Yield0.01%

ROE27.76%

IssuerSentry Investments

Turnover12.98%

ROA11.10%

Inception DateMar 04, 2013

Total Assets986.01M

ExpensesN/A

Min. Investment500

Market Cap346.77B

CategoryGlobal Equity Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1265	1085	1265	1273	1531	2336
Fund Return	26.47%	8.53%	26.47%	8.39%	8.89%	8.86%
Place in category	29	16	29	73	122	36
% in Category	2	1	2	6	13	6

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Sentry US Gr and Incm Fund Sr F CAD	3.6B	34.96	12.43	12.53
Sentry All Cap Income Fund Series F	1.82B	24.13	5.93	8.00
Sentry All Cap Income Fund Series X	1.82B	23.72	5.58	7.65
Sentry Small Mid Cap Income Fund Se	1.21B	20.91	4.90	7.74
Sentry US Mon Incm Fund A CAD	986.01M	26.50	8.41	8.87

Top Funds for Global Equity Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Gr Port Sr F CAD	18.33B	17.46	5.01	7.85
RBC Sel Gr Port Sr T5	18.33B	16.29	3.96	6.75
RBC Sel Gr Port Sr A CAD	18.33B	16.28	3.95	6.76
EdgePoint Glbl Gr Inc Pt non HST A	10.33B	8.55	4.90	6.98
EdgePoint Glbl Gr Inc Pt non HST F	10.33B	9.71	6.02	8.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet C	US02079K1079	5.98	201.10	+0.76%
Amazon.com	US0231351067	4.93	235.85	+0.18%
KKR & Co	US48251W1045	4.49	165.74	+0.24%
Meta Platforms	US30303M1027	4.49	642.88	+1.01%
Brookfield	CA11271J1075	4.20	59.69	+0.20%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sentry U.S. Month.	22.556	+0.110	+0.51%