MUTUAL:IMPS848C:TSX
Association Des Employeses De – MUTUAL:IMPS848C Fund Overview
Last Price | Today's Change | 52-Week Range | Trading Volume |
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10.37 CAD | 0.06 (+0.58%) | 9.04 - 11.11 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:IMPS848C
To outperform the S&P 500.
Growth of $10,000 (10 Years)
Total Return | 12.12% |
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Yield (Trailing 12 Mo.) | 0.00% |
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Expense Ratio | -- |
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Front Load | None |
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Deferred Load | None |
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Minimum Investment | $1,000 |
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Management Tenure | -- |
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Fund Inception | 04/24/2018 |
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Trailing Total Returns - MUTUAL:IMPS848C
as of 02/28/2025
Timeframe | MUTUAL:IMPS848C | S&P 500 | US Equity |
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1 Month | -1.44% | -1.30% | -2.09% |
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3 Month | 2.05% | -0.97% | 0.44% |
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Year-to-Date | 2.82% | 1.44% | 1.78% |
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1 Year | 19.93% | 18.41% | 19.73% |
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3 Year | 12.90% | 12.55% | 13.35% |
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5 Year | 13.71% | 16.85% | 14.86% |
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10 Year | -- | 12.98% | 11.31% |
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Since Inception | 12.12% | 11.12% | -- |
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Sector Allocation - MUTUAL:IMPS848C
as of 02/28/2025
Basic Materials | | 1.10% |
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Consumer Cyclical | | 7.78% |
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Financial Services | | 17.63% |
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Real Estate | | 1.47% |
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Consumer Defensive | | 6.89% |
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Healthcare | | 11.23% |
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Utilities | | 3.30% |
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Communication Services | | 7.35% |
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Energy | | 3.09% |
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Industrials | | 10.66% |
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Technology | | 29.49% |
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Asset Allocation - MUTUAL:IMPS848C
as of 02/28/2025
By Percent | Short | 0% | Long | Net |
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Stock | 0.00 | | | 91.54 | 91.54 |
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Bond | 0.00 | | | 0.00 | 0.00 |
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Other | 0.00 | | | 0.00 | 0.00 |
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Foreign Stock | 0.00 | | | 7.50 | 7.50 |
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Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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Total | 0.00 | | | 99.04 | 99.04 |
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Cash | 0.19 | | | 1.16 | 0.97 |
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Total Net Assets | $92.40M |
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Total Stock Holdings | 0 |
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Total Bond Holdings | 0 |
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Top Ten Holdings - MUTUAL:IMPS848C
as of 02/28/2025
Company | YTD Return | % of Assets |
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MFS US Equity Core | -- | 100.19% |
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Valuation & Growth - MUTUAL:IMPS848C
as of 02/28/2025
Valuation | MUTUAL:IMPS848C | Category Range |
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Price/Earnings | 27.11 | |
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Price/Book | 4.59 | |
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Price/Sales | 3.95 | |
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Price/Cash Flow | 18.67 | |
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Dividend Yield | 1.5 | |
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LT Earnings | 8.94 | |
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Historical Earnings | 14.33 | |
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Sales Growth | 8.97 | |
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Cash-Flow Growth | 11.07 | |
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Book-Value Growth | 7.31 | |
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