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Morningstar 4- and 5-Star Rated Top Performing Funds

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Overall Morningstar RatingTM
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Morningstar Rating data as of 2025-06-30 (Based on risk-adjusted performance)

Excel
Number of funds in category
Name Investment Type Class/Series/Ticker Overall Morningstar RatingTM 3 Y 5 Y 10 Y Morningstar Category Overall Number of funds in category 3 Y 5 Y 10 Y
CI Canadian Balanced Fund
Balanced
CAD
F
4 4 4 Canadian Neutral Balanced 368 368 331 270
CI Canadian Income & Growth Corporate Class
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1485 1485 1225 742
CI Canadian Income & Growth Fund
Balanced
CAD
A
3 3 3 Global Neutral Balanced 1485 1485 1225 742
CI Canadian Income & Growth Fund
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1485 1485 1225 742
CI Diversified Yield Fund
Balanced
CAD
F
4 4 3 Tactical Balanced 274 274 258 150
CI Global Asset Allocation Private Pool
Balanced
CAD
A
3 3 Global Neutral Balanced 1485 1485 1225 742
CI Global Asset Allocation Private Pool
Balanced
CGAA
4 4 Global Neutral Balanced 1485 1485 1225 742
CI Global Asset Allocation Private Pool
Balanced
CAD
F
4 4 Global Neutral Balanced 1485 1485 1225 742
CI Global Income & Growth Corporate Class
Balanced
CAD
F
3 3 4 Global Neutral Balanced 1485 1485 1225 742
CI Global Income & Growth Fund
Balanced
CAD
A
3 3 4 Global Neutral Balanced 1485 1485 1225 742
CI Global Income & Growth Fund
Balanced
CAD
F
4 4 5 Global Neutral Balanced 1485 1485 1225 742
CI High Income Fund
Balanced
CAD
F
3 3 3 Global Neutral Balanced 1485 1485 1225 742
CI U.S. Monthly Income Fund
Balanced
CAD
A
4 4 4 Global Equity Balanced 1083 1083 908 551
CI U.S. Monthly Income Fund
Balanced
CAD
F
5 5 5 Global Equity Balanced 1083 1083 908 551
CI Mosaic Balanced ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Neutral Balanced 1485 1485 1225 742
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
A
3 3 Global Equity Balanced 1083 1083 908 551
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Equity Balanced 1083 1083 908 551
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Equity 1574 1574 1290 670
CI Canadian Dividend Corporate Class
Equity
CAD
F
4 4 Canadian Dividend and Income Equity 380 380 350 242
CI Canadian Dividend Fund
Equity
CAD
A
3 3 4 Canadian Dividend and Income Equity 380 380 350 242
CI Canadian Dividend Fund
Equity
CAD
F
4 4 5 Canadian Dividend and Income Equity 380 380 350 242
CI Canadian Dividend Private Pool
Equity
CAD
A
3 3 Canadian Dividend and Income Equity 380 380 350 242
CI Canadian Dividend Private Pool
Equity
CAD
F
4 4 Canadian Dividend and Income Equity 380 380 350 242
CI Canadian Equity Growth Corporate Class
Equity
CAD
F
4 4 4 Canadian Focused Equity 476 476 464 331
CI Canadian Equity Growth Fund
Equity
CAD
F
4 4 Canadian Focused Equity 476 476 464 331
CI Canadian Equity Index ETF
Equity
CCDN
4 4 Canadian Equity 579 579 492 325
CI Canadian REIT ETF
Equity
RIT
3 3 Real Estate Equity 108 108 98 68
CI Canadian REIT Fund
Equity
CAD
F
3 3 5 Real Estate Equity 108 108 98 68
CI Dividend Income & Growth Corporate Class
Equity
CAD
A
4 4 4 Global Equity Balanced 1083 1083 908 551
CI Dividend Income & Growth Corporate Class
Equity
CAD
F
4 4 5 Global Equity Balanced 1083 1083 908 551
CI Dividend Income & Growth Fund
Equity
CAD
A
4 4 4 Global Equity Balanced 1083 1083 908 551
CI Dividend Income & Growth Fund
Equity
CAD
F
4 4 5 Global Equity Balanced 1083 1083 908 551
CI Emerging Markets Alpha ETF
Equity
CIEM.U
4 4 Emerging Markets Equity 243 243 206 111
CI Emerging Markets Corporate Class
Equity
CAD
F
3 3 4 Emerging Markets Equity 243 243 206 111
CI Emerging Markets Dividend Index ETF
Equity
EMV.B
4 4 Emerging Markets Equity 243 243 206 111
CI Emerging Markets Fund
Equity
CAD
F
3 3 4 Emerging Markets Equity 243 243 206 111
CI Global Climate Leaders Fund
Equity
CAD
A
5 5 Global Equity 1574 1574 1290 670
CI Global Climate Leaders Fund
Equity
CLML
5 5 Global Equity 1574 1574 1290 670
CI Global Climate Leaders Fund
Equity
CLML.U
5 5 Global Equity 1574 1574 1290 670
CI Global Climate Leaders Fund
Equity
CAD
F
5 5 Global Equity 1574 1574 1290 670
CI Global Dividend Corporate Class
Equity
CAD
F
4 4 4 Global Dividend & Income Equity 185 185 181 123
CI Global Dividend Fund
Equity
CAD
F
4 4 4 Global Dividend & Income Equity 185 185 181 123
CI Global Dividend Opportunities Corporate Class
Equity
CAD
F
4 4 5 Global Dividend & Income Equity 185 185 181 123
CI Global Dividend Opportunities Fund
Equity
CAD
F
4 4 5 Global Dividend & Income Equity 185 185 181 123
CI Global Energy Corporate Class
Equity
CAD
F
3 3 4 Energy Equity 54 54 41 32
CI Global Financial Sector ETF
Equity
FSF
4 4 Financial Services Equity 60 60 50 26
CI Global Healthcare Leaders Index ETF
Equity
CHCL.B
4 4 Healthcare Equity 47 47 40 22
CI Global Infrastructure Fund
Equity
CAD
F
3 3 4 Global Infrastructure Equity 103 103 82 39
CI Global Infrastructure Private Pool
Equity
CAD
A
4 4 Global Infrastructure Equity 103 103 82 39
CI Global Infrastructure Private Pool
Equity
CINF
4 4 Global Infrastructure Equity 103 103 82 39
CI Global Infrastructure Private Pool
Equity
CAD
F
4 4 Global Infrastructure Equity 103 103 82 39
CI Gold+ Giants Covered Call ETF
Equity
CGXF.U
5 5 Natural Resources Equity 93 93 86 70
CI Health Care Giants Covered Call ETF
Equity
FHI
3 3 Healthcare Equity 47 47 40 22
CI Health Care Giants Covered Call ETF
Equity
FHI.U
4 4 Healthcare Equity 47 47 40 22
CI Health Care Giants Covered Call ETF
Equity
FHI.B
4 4 Healthcare Equity 47 47 40 22
CI International Equity Alpha Private Pool
Equity
CAD
F
3 3 International Equity 590 590 540 300
CI International Equity Growth Private Pool
Equity
CAD
F
5 5 International Equity 590 590 540 300
CI International Value Fund
Equity
CAD
F
3 3 4 International Equity 590 590 540 300
CI Morningstar Canada Momentum Index ETF
Equity
WXM
5 5 4 Canadian Equity 579 579 492 325
CI Morningstar Canada Value Index ETF
Equity
FXM
4 4 3 Canadian Equity 579 579 492 325
CI Morningstar International Momentum Index ETF
Equity
ZXM
4 4 5 International Equity 590 590 540 300
CI Morningstar International Momentum Index ETF
Equity
ZXM.B
5 5 5 International Equity 590 590 540 300
CI Morningstar International Value Index ETF
Equity
VXM
5 5 4 International Equity 590 590 540 300
CI Morningstar International Value Index ETF
Equity
VXM.B
5 5 4 International Equity 590 590 540 300
CI Munro Global Growth Equity Fund
Equity
CAD
A
5 5 Global Equity 1574 1574 1290 670
CI Munro Global Growth Equity Fund
Equity
CMGG
5 5 Global Equity 1574 1574 1290 670
CI Munro Global Growth Equity Fund
Equity
CMGG.U
5 5 Global Equity 1574 1574 1290 670
CI Munro Global Growth Equity Fund
Equity
CAD
F
5 5 Global Equity 1574 1574 1290 670
CI North American Equity Fund
Equity
CAD
A
4 4 3 North American Equity 155 155 106 40
CI North American Equity Fund
Equity
CAD
F
4 4 4 North American Equity 155 155 106 40
CI North American Small/Mid Cap Equity Class
Equity
CAD
F
3 3 4 Canadian Focused Small/Mid Cap Equity 36 36 35 23
CI ONE Global Equity ETF
Equity
ONEQ
3 3 Global Equity 1574 1574 1290 670
CI Precious Metals Class
Equity
CAD
F
4 4 3 Precious Metals Equity 58 58 56 43
CI Precious Metals Fund
Equity
CAD
F
4 4 3 Precious Metals Equity 58 58 56 43
CI Select Canadian Equity Fund
Equity
CAD
F
3 3 4 Canadian Focused Equity 476 476 464 331
CI Select Global Equity Corporate Class
Equity
CAD
F
3 3 4 Global Equity 1574 1574 1290 670
CI Select Global Equity Fund
Equity
CAD
F
3 3 4 Global Equity 1574 1574 1290 670
CI Select Global Equity Private Pool
Equity
CAD
F
3 3 Global Equity 1574 1574 1290 670
CI Synergy Global Corporate Class
Equity
CAD
A
4 4 3 Global Equity 1574 1574 1290 670
CI Synergy Global Corporate Class
Equity
CAD
F
5 5 4 Global Equity 1574 1574 1290 670
CI U.S. 1000 Index ETF
Equity
CUSM.B
4 4 US Equity 1031 1031 898 557
CI U.S. 500 Index ETF
Equity
CUSA.B
4 4 US Equity 1031 1031 898 557
CI U.S. Dividend Fund
Equity
CAD
F
4 4 4 U.S. Dividend & Income Equity 184 184 177 103
CI U.S. Dividend Registered Fund
Equity
CAD
F
4 4 4 U.S. Dividend & Income Equity 184 184 177 103
CI U.S. Dividend US$ Fund
Equity
USD
F
4 4 4 U.S. Dividend & Income Equity 184 184 177 103
CI U.S. MidCap Dividend Index ETF
Equity
UMI
3 3 US Small/Mid Cap Equity 234 234 204 124
CI U.S. MidCap Dividend Index ETF
Equity
UMI.B
4 4 US Small/Mid Cap Equity 234 234 204 124
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
4 4 U.S. Dividend & Income Equity 184 184 177 103
CI U.S. Small/Mid Cap Equity Fund
Equity
CAD
F
4 4 4 US Small/Mid Cap Equity 234 234 204 124
CI Canadian Convertible Bond ETF
Fixed Income
CXF
5 5 5 Canadian Corporate Fixed Income 98 98 87 56
CI Canadian Convertible Bond Fund
Fixed Income
CAD
F
2 2 4 High Yield Fixed Income 220 220 201 146
CI Corporate Bond Class
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 156 156 127 64
CI Corporate Bond Corporate Class
Fixed Income
CAD
A
4 4 3 Global Corporate Fixed Income 156 156 127 64
CI Corporate Bond Corporate Class
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 156 156 127 64
CI Corporate Bond Fund
Fixed Income
CAD
A
4 4 3 Global Corporate Fixed Income 156 156 127 64
CI Corporate Bond Fund
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 156 156 127 64
CI Enhanced Government Bond ETF
Fixed Income
FGO.U
4 4 Global Fixed Income 136 136 90 32
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
4 4 Global Core Plus Fixed Income 274 274 205 85
CI Enhanced Short Duration Bond Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 274 274 205 85
CI Floating Rate Income Fund
Fixed Income
CAD
A
4 4 Floating Rate Loans 74 74 73 50
CI Floating Rate Income Fund
Fixed Income
CFRT
4 4 Floating Rate Loans 74 74 73 50
CI Floating Rate Income Fund
Fixed Income
CAD
F
4 4 Floating Rate Loans 74 74 73 50
CI Global Core Plus Bond Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 274 274 205 85
CI Global Investment Grade Class
Fixed Income
CAD
F
3 3 Global Core Plus Fixed Income 274 274 205 85
CI Global Unconstrained Bond Fund
Fixed Income
CAD
A
3 3 Multi-Sector Fixed Income 263 263 228 117
CI Global Unconstrained Bond Fund
Fixed Income
CAD
F
4 4 Multi-Sector Fixed Income 263 263 228 117
CI High Yield Bond Corporate Class
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Fund
Fixed Income
CAD
A
4 4 4 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Fund
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Private Pool
Fixed Income
CAD
A
4 4 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Private Pool
Fixed Income
CGHY
4 4 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Private Pool
Fixed Income
CGHY.U
5 5 High Yield Fixed Income 220 220 201 146
CI High Yield Bond Private Pool
Fixed Income
CAD
F
4 4 High Yield Fixed Income 220 220 201 146
CI ONE North American Core Plus Bond ETF
Fixed Income
ONEB
4 4 Canadian Fixed Income 361 361 331 218
CI U.S. Income US$ Fund
Fixed Income
USD
A
5 5 Global Fixed Income Balanced 827 827 710 381
CI U.S. Income US$ Fund
Fixed Income
USD
F
5 5 Global Fixed Income Balanced 827 827 710 381
CI Select 100e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity 1574 1574 1290 670
CI Select 20i80e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity Balanced 1083 1083 908 551
CI Select 40i60e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Neutral Balanced 1485 1485 1225 742
CI Select 70i30e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Fixed Income Balanced 827 827 710 381
CI Portfolio Series Balanced Fund
Portfolio Series
CAD
F
4 4 4 Global Neutral Balanced 1485 1485 1225 742
CI Portfolio Series Balanced Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1083 1083 908 551
CI Portfolio Series Conservative Fund
Portfolio Series
CAD
F
4 4 5 Global Fixed Income Balanced 827 827 710 381
CI Portfolio Series Growth Fund
Portfolio Series
CAD
A
4 4 3 Global Equity Balanced 1083 1083 908 551
CI Portfolio Series Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1083 1083 908 551
CI Portfolio Series Income Fund
Portfolio Series
CAD
F
4 4 4 Global Fixed Income Balanced 827 827 710 381
CI Portfolio Series Maximum Growth Fund
Portfolio Series
CAD
F
4 4 3 Global Equity 1574 1574 1290 670
Commissions, trailing commissions, management fees and expenses all may be associated with an investment in mutual funds and exchange-traded funds (ETFs). Please read the prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them.

©2025 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar Ratings reflect performance as of 2025-06-30 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.

The Morningstar Risk-Adjusted Rating, commonly referred to as the Star Rating, relates the risk-adjusted performance of a fund to that of its category peers and is subject to change every month. The Star Rating is a measure of a fund’s annualized historical excess return (excess is measured relative to risk-free investment in Canadian Government Treasury Bills) adjusted for the fund’s historical risk. The overall Star Rating for a fund is a weighted combination of its three, five, and ten-year ratings. Overall ratings are adjusted where a fund has less than five- or ten-years’ history. If a fund scores in the top 10% of its fund category, it receives five stars; if it falls in the next 22.5%, it receives four stars; a place in the middle 35% earns a fund three stars; those in the next 22.5% receive two stars; and the lowest 10% get one star.

Please refer to www.morningstar.ca for more details on the calculation of Morningstar Risk-Adjusted Ratings and for the 1-year information.

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