Toronto - Delayed Quote CAD

Cambridge Global Equity Corporate Class A1T5 (0P0001FJ59.TO)

8.28 0.00 (0.00%)
At close: August 7 at 4:00 PM EDT

Fund Summary

This fund's objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of companies located anywhere in the world. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.

Cambridge Global Equity Corporate Class A1T5

2 Queen Street East,Twentieth Floor
800-563-5181

Fund Overview

Category Global Equity
Fund Family CI Investments Inc
Net Assets 1.02B
YTD Return 10.64%
Yield 0.77%
Morningstar Rating --
Inception Date May 01, 2017

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 77.69%
Average for Category --

Fees & Expenses

Expense 0P0001FJ59.TO Category Average
Annual Report Expense Ratio (net) 2.40% 1.89%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alan R. Radlo, Lead Manager since December 27, 2007
Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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