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Morningstar 4- and 5-Star Rated Top Performing Funds

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Morningstar Category
Overall Morningstar RatingTM
Class/Series
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Morningstar Rating data as of 2025-09-30 (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 367 367 337 281
CI Canadian Income & Growth Corporate Class
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1489 1489 1229 759
CI Canadian Income & Growth Fund
Balanced
CAD
A
4 4 4 Global Neutral Balanced 1489 1489 1229 759
CI Canadian Income & Growth Fund
Balanced
CAD
F
4 4 5 Global Neutral Balanced 1489 1489 1229 759
CI Global Asset Allocation Private Pool
Balanced
CAD
A
3 3 Global Neutral Balanced 1489 1489 1229 759
CI Global Asset Allocation Private Pool
Balanced
CGAA
4 4 Global Neutral Balanced 1489 1489 1229 759
CI Global Asset Allocation Private Pool
Balanced
CAD
F
4 4 Global Neutral Balanced 1489 1489 1229 759
CI Global Income & Growth Corporate Class
Balanced
CAD
F
3 3 4 Global Neutral Balanced 1489 1489 1229 759
CI Global Income & Growth Fund
Balanced
CAD
A
3 3 4 Global Neutral Balanced 1489 1489 1229 759
CI Global Income & Growth Fund
Balanced
CAD
F
4 4 5 Global Neutral Balanced 1489 1489 1229 759
CI U.S. Monthly Income Fund
Balanced
CAD
A
4 4 4 Global Equity Balanced 1042 1042 887 568
CI U.S. Monthly Income Fund
Balanced
CAD
F
4 4 5 Global Equity Balanced 1042 1042 887 568
CI Mosaic ESG Balanced ETF Portfolio
CI Mosaic ESG ETF Portfolios
CAD
F
4 4 Global Neutral Balanced 1489 1489 1229 759
CI Mosaic Balanced ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Neutral Balanced 1489 1489 1229 759
CI Mosaic Balanced Growth ETF Portfolio Class
CI Mosaic ETF Portfolios
CAD
F
3 3 4 Global Equity Balanced 1042 1042 887 568
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
A
3 3 Global Equity Balanced 1042 1042 887 568
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Equity Balanced 1042 1042 887 568
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Equity 1584 1584 1304 699
CI Canadian Dividend Fund
Equity
CAD
F
4 4 4 Canadian Dividend and Income Equity 373 373 347 241
CI Canadian Dividend Private Pool
Equity
CAD
F
3 3 Canadian Dividend and Income Equity 373 373 347 241
CI Canadian Equity Growth Corporate Class
Equity
CAD
F
4 4 3 Canadian Focused Equity 480 480 465 344
CI Canadian Equity Growth Fund
Equity
CAD
F
4 4 Canadian Focused Equity 480 480 465 344
CI Canadian Equity Index ETF
Equity
CCDN
4 4 Canadian Equity 576 576 493 328
CI Canadian REIT ETF
Equity
RIT
3 3 5 Real Estate Equity 108 108 100 69
CI Canadian REIT Fund
Equity
CAD
A
3 3 4 Real Estate Equity 108 108 100 69
CI Canadian REIT Fund
Equity
CAD
F
3 3 4 Real Estate Equity 108 108 100 69
CI Dividend Income & Growth Corporate Class
Equity
CAD
A
4 4 4 Global Equity Balanced 1042 1042 887 568
CI Dividend Income & Growth Corporate Class
Equity
CAD
F
5 5 5 Global Equity Balanced 1042 1042 887 568
CI Dividend Income & Growth Fund
Equity
CAD
A
4 4 5 Global Equity Balanced 1042 1042 887 568
CI Dividend Income & Growth Fund
Equity
CAD
F
5 5 5 Global Equity Balanced 1042 1042 887 568
CI Emerging Markets Alpha ETF
Equity
CIEM.U
4 4 Emerging Markets Equity 241 241 203 109
CI Emerging Markets Corporate Class
Equity
CAD
F
3 3 4 Emerging Markets Equity 241 241 203 109
CI Emerging Markets Dividend Index ETF
Equity
EMV.B
4 4 Emerging Markets Equity 241 241 203 109
CI Emerging Markets Fund
Equity
CAD
F
3 3 4 Emerging Markets Equity 241 241 203 109
CI Global Climate Leaders Fund
Equity
CAD
A
5 5 Global Equity 1584 1584 1304 699
CI Global Climate Leaders Fund
Equity
CLML
5 5 Global Equity 1584 1584 1304 699
CI Global Climate Leaders Fund
Equity
CLML.U
5 5 Global Equity 1584 1584 1304 699
CI Global Climate Leaders Fund
Equity
CAD
F
5 5 Global Equity 1584 1584 1304 699
CI Global Core Plus Equity ETF
Equity
ONEQ
4 4 4 Global Equity 1584 1584 1304 699
CI Global Dividend Fund
Equity
CAD
F
4 4 4 Global Dividend & Income Equity 182 182 178 125
CI Global Dividend Opportunities Corporate Class
Equity
CAD
F
3 3 4 Global Dividend & Income Equity 182 182 178 125
CI Global Dividend Opportunities Fund
Equity
CAD
F
3 3 4 Global Dividend & Income Equity 182 182 178 125
CI Global Energy Corporate Class
Equity
CAD
F
3 3 4 Energy Equity 46 46 42 34
CI Global Healthcare Leaders Index ETF
Equity
CHCL.B
4 4 Healthcare Equity 47 47 42 25
CI Global Infrastructure Fund
Equity
CAD
F
3 3 4 Global Infrastructure Equity 111 111 83 46
CI Global Infrastructure Private Pool
Equity
CINF
4 4 Global Infrastructure Equity 111 111 83 46
CI Global Infrastructure Private Pool
Equity
CAD
F
3 3 Global Infrastructure Equity 111 111 83 46
CI Global Sustainable Infrastructure Fund
Equity
CGRN.U
4 4 Global Infrastructure Equity 111 111 83 46
CI Gold+ Giants Covered Call ETF
Equity
CGXF.U
5 5 Natural Resources Equity 92 92 86 72
CI Health Care Giants Covered Call ETF
Equity
FHI
3 3 Healthcare Equity 47 47 42 25
CI Health Care Giants Covered Call ETF
Equity
FHI.U
4 4 Healthcare Equity 47 47 42 25
CI Health Care Giants Covered Call ETF
Equity
FHI.B
4 4 Healthcare Equity 47 47 42 25
CI International Equity Alpha Private Pool
Equity
CAD
F
3 3 International Equity 591 591 551 320
CI International Value Fund
Equity
CAD
F
3 3 4 International Equity 591 591 551 320
CI Morningstar Canada Momentum Index ETF
Equity
WXM
4 4 4 Canadian Equity 576 576 493 328
CI Morningstar Canada Value Index ETF
Equity
FXM
5 5 3 Canadian Equity 576 576 493 328
CI Morningstar International Momentum Index ETF
Equity
ZXM
5 5 5 International Equity 591 591 551 320
CI Morningstar International Momentum Index ETF
Equity
ZXM.B
5 5 5 International Equity 591 591 551 320
CI Morningstar International Value Index ETF
Equity
VXM
5 5 5 International Equity 591 591 551 320
CI Morningstar International Value Index ETF
Equity
VXM.B
5 5 5 International Equity 591 591 551 320
CI Munro Global Growth Equity Fund
Equity
CAD
A
5 5 Global Equity 1584 1584 1304 699
CI Munro Global Growth Equity Fund
Equity
CMGG
5 5 Global Equity 1584 1584 1304 699
CI Munro Global Growth Equity Fund
Equity
CMGG.U
5 5 Global Equity 1584 1584 1304 699
CI Munro Global Growth Equity Fund
Equity
CAD
F
5 5 Global Equity 1584 1584 1304 699
CI North American Equity Fund
Equity
CAD
F
4 4 4 North American Equity 154 154 117 43
CI Select Canadian Equity Corporate Class
Equity
CAD
F
4 4 4 Canadian Focused Equity 480 480 465 344
CI Select Canadian Equity Fund
Equity
CAD
F
4 4 4 Canadian Focused Equity 480 480 465 344
CI Select Global Equity Corporate Class
Equity
CAD
F
3 3 4 Global Equity 1584 1584 1304 699
CI Select Global Equity Fund
Equity
CAD
F
3 3 4 Global Equity 1584 1584 1304 699
CI Select Global Equity Private Pool
Equity
CAD
F
3 3 Global Equity 1584 1584 1304 699
CI Synergy Canadian Corporate Class
Equity
CAD
F
4 4 4 Canadian Focused Equity 480 480 465 344
CI Synergy Global Corporate Class
Equity
CAD
A
4 4 3 Global Equity 1584 1584 1304 699
CI Synergy Global Corporate Class
Equity
CAD
F
4 4 4 Global Equity 1584 1584 1304 699
CI U.S. 1000 Index ETF
Equity
CUSM.B
4 4 US Equity 1041 1041 915 571
CI U.S. 500 Index ETF
Equity
CUSA.B
4 4 US Equity 1041 1041 915 571
CI U.S. Dividend Fund
Equity
CAD
F
4 4 4 U.S. Dividend & Income Equity 183 183 176 103
CI U.S. Dividend Registered Fund
Equity
CAD
F
4 4 4 U.S. Dividend & Income Equity 183 183 176 103
CI U.S. Dividend US$ Fund
Equity
USD
F
4 4 3 U.S. Dividend & Income Equity 183 183 176 103
CI U.S. MidCap Dividend Index ETF
Equity
UMI
3 3 US Small/Mid Cap Equity 249 249 203 132
CI U.S. MidCap Dividend Index ETF
Equity
UMI.B
4 4 US Small/Mid Cap Equity 249 249 203 132
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
4 4 U.S. Dividend & Income Equity 183 183 176 103
CI Canadian Bond Fund
Fixed Income
CAD
F
3 3 4 Canadian Fixed Income 361 361 335 222
CI Canadian Convertible Bond ETF
Fixed Income
CXF
3 3 5 High Yield Fixed Income 218 218 197 143
CI Canadian Convertible Bond Fund
Fixed Income
CAD
A
2 2 4 High Yield Fixed Income 218 218 197 143
CI Canadian Convertible Bond Fund
Fixed Income
CAD
F
3 3 5 High Yield Fixed Income 218 218 197 143
CI Corporate Bond Class
Fixed Income
CAD
A
4 4 3 Global Corporate Fixed Income 162 162 130 79
CI Corporate Bond Class
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 162 162 130 79
CI Corporate Bond Corporate Class
Fixed Income
CAD
A
4 4 4 Global Corporate Fixed Income 162 162 130 79
CI Corporate Bond Corporate Class
Fixed Income
CAD
F
5 5 4 Global Corporate Fixed Income 162 162 130 79
CI Corporate Bond Fund
Fixed Income
CAD
A
4 4 4 Global Corporate Fixed Income 162 162 130 79
CI Corporate Bond Fund
Fixed Income
CAD
F
5 5 4 Global Corporate Fixed Income 162 162 130 79
CI Enhanced Government Bond ETF
Fixed Income
FGO.U
4 4 Global Fixed Income 144 144 95 32
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
3 3 Global Core Plus Fixed Income 280 280 213 92
CI Floating Rate Income Fund
Fixed Income
CAD
A
3 3 Floating Rate Loans 73 73 72 49
CI Floating Rate Income Fund
Fixed Income
CFRT
4 4 Floating Rate Loans 73 73 72 49
CI Floating Rate Income Fund
Fixed Income
CAD
F
4 4 Floating Rate Loans 73 73 72 49
CI Global Core Plus Bond Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 280 280 213 92
CI Global Green Bond Fund
Fixed Income
CGRB
4 4 Global Fixed Income 144 144 95 32
CI Global Green Bond Fund
Fixed Income
CGRB.U
5 5 Global Fixed Income 144 144 95 32
CI Global Green Bond Fund
Fixed Income
CAD
F
4 4 Global Fixed Income 144 144 95 32
CI Global Investment Grade Class
Fixed Income
CAD
F
3 3 Global Core Plus Fixed Income 280 280 213 92
CI Global Unconstrained Bond Fund
Fixed Income
CAD
A
3 3 Multi-Sector Fixed Income 254 254 232 115
CI Global Unconstrained Bond Fund
Fixed Income
CAD
F
3 3 Multi-Sector Fixed Income 254 254 232 115
CI High Yield Bond Corporate Class
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 218 218 197 143
CI High Yield Bond Fund
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 218 218 197 143
CI High Yield Bond Private Pool
Fixed Income
CAD
A
4 4 High Yield Fixed Income 218 218 197 143
CI High Yield Bond Private Pool
Fixed Income
CGHY
5 5 High Yield Fixed Income 218 218 197 143
CI High Yield Bond Private Pool
Fixed Income
CGHY.U
5 5 High Yield Fixed Income 218 218 197 143
CI High Yield Bond Private Pool
Fixed Income
CAD
F
5 5 High Yield Fixed Income 218 218 197 143
CI North American Core Plus Bond ETF
Fixed Income
ONEB
4 4 Canadian Fixed Income 361 361 335 222
CI U.S. Income US$ Fund
Fixed Income
USD
A
4 4 3 Global Fixed Income Balanced 835 835 739 407
CI U.S. Income US$ Fund
Fixed Income
USD
F
5 5 4 Global Fixed Income Balanced 835 835 739 407
CI Select 100e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
A
4 4 3 Global Equity 1584 1584 1304 699
CI Select 100e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity 1584 1584 1304 699
CI Select 20i80e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 4 Global Equity Balanced 1042 1042 887 568
CI Select 40i60e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Neutral Balanced 1489 1489 1229 759
CI Portfolio Series Balanced Fund
Portfolio Series
CAD
F
4 4 4 Global Neutral Balanced 1489 1489 1229 759
CI Portfolio Series Balanced Growth Fund
Portfolio Series
CAD
F
3 3 4 Global Equity Balanced 1042 1042 887 568
CI Portfolio Series Conservative Fund
Portfolio Series
CAD
F
4 4 5 Global Fixed Income Balanced 835 835 739 407
CI Portfolio Series Growth Fund
Portfolio Series
CAD
A
4 4 3 Global Equity Balanced 1042 1042 887 568
CI Portfolio Series Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1042 1042 887 568
CI Portfolio Series Income Fund
Portfolio Series
CAD
F
4 4 4 Global Fixed Income Balanced 835 835 739 407
CI Portfolio Series Maximum Growth Fund
Portfolio Series
CAD
A
4 4 3 Global Equity 1584 1584 1304 699
CI Portfolio Series Maximum Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity 1584 1584 1304 699
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 2025-09-30 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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