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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 2025-04-30 (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
3 3 4 Canadian Neutral Balanced 369 369 333 260
CI Canadian Income & Growth Corporate Class
Balanced
CAD
F
3 3 4 Global Neutral Balanced 1490 1490 1220 729
CI Canadian Income & Growth Fund
Balanced
CAD
F
3 3 4 Global Neutral Balanced 1490 1490 1220 729
CI Global Asset Allocation Private Pool
Balanced
CGAA
3 3 Global Neutral Balanced 1490 1490 1220 729
CI Global Asset Allocation Private Pool
Balanced
CAD
F
3 3 Global Neutral Balanced 1490 1490 1220 729
CI Global Income & Growth Corporate Class
Balanced
CAD
F
3 3 4 Global Neutral Balanced 1490 1490 1220 729
CI Global Income & Growth Fund
Balanced
CAD
F
3 3 5 Global Neutral Balanced 1490 1490 1220 729
CI U.S. Equity & Income Fund
Balanced
CAD
A
4 4 4 Global Equity Balanced 1096 1096 913 537
CI U.S. Equity & Income Fund
Balanced
CAD
F
5 5 5 Global Equity Balanced 1096 1096 913 537
CI Mosaic Balanced ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Neutral Balanced 1490 1490 1220 729
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
A
3 3 Global Equity Balanced 1096 1096 913 537
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Equity Balanced 1096 1096 913 537
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Equity 1548 1548 1289 669
CI Canadian Dividend Corporate Class
Equity
CAD
F
4 4 Canadian Dividend and Income Equity 382 382 356 244
CI Canadian Dividend Fund
Equity
CAD
A
4 4 4 Canadian Dividend and Income Equity 382 382 356 244
CI Canadian Dividend Fund
Equity
CAD
F
4 4 5 Canadian Dividend and Income Equity 382 382 356 244
CI Canadian Dividend Private Pool
Equity
CAD
A
3 3 Canadian Dividend and Income Equity 382 382 356 244
CI Canadian Dividend Private Pool
Equity
CAD
F
4 4 Canadian Dividend and Income Equity 382 382 356 244
CI Canadian Equity Growth Corporate Class
Equity
CAD
F
5 5 4 Canadian Focused Equity 475 475 459 329
CI Canadian Equity Index ETF
Equity
CCDN
4 4 Canadian Equity 566 566 473 321
CI Canadian REIT Fund
Equity
CAD
F
2 2 5 Real Estate Equity 106 106 95 68
CI Dividend Income & Growth Corporate Class
Equity
CAD
A
3 3 4 Global Equity Balanced 1096 1096 913 537
CI Dividend Income & Growth Corporate Class
Equity
CAD
F
4 4 4 Global Equity Balanced 1096 1096 913 537
CI Dividend Income & Growth Fund
Equity
CAD
A
4 4 4 Global Equity Balanced 1096 1096 913 537
CI Dividend Income & Growth Fund
Equity
CAD
F
4 4 5 Global Equity Balanced 1096 1096 913 537
CI Emerging Markets Alpha ETF
Equity
CIEM.U
4 4 Emerging Markets Equity 249 249 212 114
CI Emerging Markets Corporate Class
Equity
CAD
F
3 3 4 Emerging Markets Equity 249 249 212 114
CI Emerging Markets Dividend Index ETF
Equity
EMV.B
4 4 Emerging Markets Equity 249 249 212 114
CI Emerging Markets Fund
Equity
CAD
F
3 3 4 Emerging Markets Equity 249 249 212 114
CI Europe Hedged Equity Index ETF
Equity
EHE
3 3 European Equity 92 92 90 64
CI Europe Hedged Equity Index ETF
Equity
EHE.B
4 4 European Equity 92 92 90 64
CI Global Climate Leaders Fund
Equity
CAD
A
5 5 Global Equity 1548 1548 1289 669
CI Global Climate Leaders Fund
Equity
CLML
5 5 Global Equity 1548 1548 1289 669
CI Global Climate Leaders Fund
Equity
CLML.U
5 5 Global Equity 1548 1548 1289 669
CI Global Climate Leaders Fund
Equity
CAD
F
5 5 Global Equity 1548 1548 1289 669
CI Global Dividend Corporate Class
Equity
CAD
F
3 3 3 Global Dividend & Income Equity 186 186 177 123
CI Global Dividend Fund
Equity
CAD
F
3 3 4 Global Dividend & Income Equity 186 186 177 123
CI Global Dividend Opportunities Corporate Class
Equity
CAD
F
3 3 4 Global Dividend & Income Equity 186 186 177 123
CI Global Dividend Opportunities Fund
Equity
CAD
F
4 4 4 Global Dividend & Income Equity 186 186 177 123
CI Global Energy Corporate Class
Equity
CAD
F
3 3 4 Energy Equity 53 53 41 32
CI Global Financial Sector ETF
Equity
FSF
4 4 Financial Services Equity 59 59 50 30
CI Global Healthcare Leaders Index ETF
Equity
CHCL.B
4 4 Healthcare Equity 47 47 40 20
CI Global Infrastructure Fund
Equity
CAD
F
3 3 4 Global Infrastructure Equity 101 101 77 39
CI Global Infrastructure Private Pool
Equity
CINF
4 4 Global Infrastructure Equity 101 101 77 39
CI Global Infrastructure Private Pool
Equity
CAD
F
4 4 Global Infrastructure Equity 101 101 77 39
CI Global REIT Fund
Equity
CAD
F
3 3 4 Real Estate Equity 106 106 95 68
CI Global REIT Private Pool
Equity
CGRE
4 4 Real Estate Equity 106 106 95 68
CI Global REIT Private Pool
Equity
CAD
F
4 4 Real Estate Equity 106 106 95 68
CI Gold+ Giants Covered Call ETF
Equity
CGXF.U
5 5 Natural Resources Equity 92 92 86 69
CI Health Care Giants Covered Call ETF
Equity
FHI
3 3 Healthcare Equity 47 47 40 20
CI Health Care Giants Covered Call ETF
Equity
FHI.U
4 4 Healthcare Equity 47 47 40 20
CI Health Care Giants Covered Call ETF
Equity
FHI.B
4 4 Healthcare Equity 47 47 40 20
CI International Equity Alpha Private Pool
Equity
CAD
F
3 3 International Equity 594 594 542 302
CI International Value Corporate Class
Equity
CAD
F
3 3 4 International Equity 594 594 542 302
CI International Value Fund
Equity
CAD
F
4 4 4 International Equity 594 594 542 302
CI Morningstar Canada Momentum Index ETF
Equity
WXM
4 4 4 Canadian Equity 566 566 473 321
CI Morningstar International Momentum Index ETF
Equity
ZXM
3 3 5 International Equity 594 594 542 302
CI Morningstar International Momentum Index ETF
Equity
ZXM.B
3 3 5 International Equity 594 594 542 302
CI Morningstar International Value Index ETF
Equity
VXM
5 5 4 International Equity 594 594 542 302
CI Morningstar International Value Index ETF
Equity
VXM.B
5 5 4 International Equity 594 594 542 302
CI Munro Global Growth Equity Fund
Equity
CAD
A
5 5 Global Equity 1548 1548 1289 669
CI Munro Global Growth Equity Fund
Equity
CMGG
5 5 Global Equity 1548 1548 1289 669
CI Munro Global Growth Equity Fund
Equity
CMGG.U
5 5 Global Equity 1548 1548 1289 669
CI Munro Global Growth Equity Fund
Equity
CAD
F
5 5 Global Equity 1548 1548 1289 669
CI North American Dividend Fund
Equity
CAD
F
4 4 4 North American Equity 148 148 104 38
CI North American Small/Mid Cap Equity Class
Equity
CAD
F
4 4 4 Canadian Focused Small/Mid Cap Equity 36 36 35 23
CI ONE Global Equity ETF
Equity
ONEQ
3 3 Global Equity 1548 1548 1289 669
CI Precious Metals Class
Equity
CAD
F
3 3 3 Precious Metals Equity 58 58 56 43
CI Precious Metals Fund
Equity
CAD
F
3 3 3 Precious Metals Equity 58 58 56 43
CI Select Global Equity Corporate Class
Equity
CAD
F
3 3 4 Global Equity 1548 1548 1289 669
CI Select Global Equity Fund
Equity
CAD
F
3 3 4 Global Equity 1548 1548 1289 669
CI Synergy Canadian Corporate Class
Equity
CAD
F
4 4 3 Canadian Focused Equity 475 475 459 329
CI Synergy Global Corporate Class
Equity
CAD
A
4 4 3 Global Equity 1548 1548 1289 669
CI Synergy Global Corporate Class
Equity
CAD
F
5 5 4 Global Equity 1548 1548 1289 669
CI U.S. 1000 Index ETF
Equity
CUSM.B
4 4 US Equity 1031 1031 899 557
CI U.S. 500 Index ETF
Equity
CUSA.B
4 4 US Equity 1031 1031 899 557
CI U.S. Dividend Fund
Equity
CAD
F
4 4 4 U.S. Dividend & Income Equity 184 184 177 100
CI U.S. Dividend Registered Fund
Equity
CAD
F
5 5 4 U.S. Dividend & Income Equity 184 184 177 100
CI U.S. Dividend US$ Fund
Equity
USD
F
5 5 4 U.S. Dividend & Income Equity 184 184 177 100
CI U.S. MidCap Dividend Index ETF
Equity
UMI
3 3 US Small/Mid Cap Equity 234 234 186 124
CI U.S. MidCap Dividend Index ETF
Equity
UMI.B
4 4 US Small/Mid Cap Equity 234 234 186 124
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR
3 3 U.S. Dividend & Income Equity 184 184 177 100
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
5 5 U.S. Dividend & Income Equity 184 184 177 100
CI U.S. Small/Mid Cap Equity Fund
Equity
CAD
F
4 4 4 US Small/Mid Cap Equity 234 234 186 124
CI Canadian Aggregate Bond Index ETF
Fixed Income
CAGG
4 4 Canadian Fixed Income 360 360 333 214
CI Canadian Convertible Bond ETF
Fixed Income
CXF
4 4 5 Canadian Corporate Fixed Income 106 106 94 57
CI Canadian Convertible Bond Fund
Fixed Income
CAD
F
2 2 4 High Yield Fixed Income 214 214 195 139
CI Corporate Bond Class
Fixed Income
CAD
F
3 3 4 Global Corporate Fixed Income 155 155 130 61
CI Corporate Bond Corporate Class
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 155 155 130 61
CI Corporate Bond Fund
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 155 155 130 61
CI DoubleLine Total Return Bond US$ Fund
Fixed Income
CAD
A
4 4 Global Core Plus Fixed Income 255 255 190 85
CI DoubleLine Total Return Bond US$ Fund
Fixed Income
CDLB.B
4 4 Global Core Plus Fixed Income 255 255 190 85
CI DoubleLine Total Return Bond US$ Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 255 255 190 85
CI Enhanced Government Bond ETF
Fixed Income
FGO.U
4 4 Global Fixed Income 133 133 88 32
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
4 4 Global Core Plus Fixed Income 255 255 190 85
CI Enhanced Short Duration Bond Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 255 255 190 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 255 255 190 85
CI Global Unconstrained Bond Fund
Fixed Income
CAD
A
4 4 Multi-Sector Fixed Income 272 272 237 116
CI Global Unconstrained Bond Fund
Fixed Income
CAD
F
4 4 Multi-Sector Fixed Income 272 272 237 116
CI High Yield Bond Corporate Class
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Fund
Fixed Income
CAD
A
4 4 4 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Fund
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Private Pool
Fixed Income
CAD
A
4 4 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Private Pool
Fixed Income
CGHY
4 4 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Private Pool
Fixed Income
CGHY.U
5 5 High Yield Fixed Income 214 214 195 139
CI High Yield Bond Private Pool
Fixed Income
CAD
F
4 4 High Yield Fixed Income 214 214 195 139
CI ONE North American Core Plus Bond ETF
Fixed Income
ONEB
5 5 Canadian Fixed Income 360 360 333 214
CI U.S. Income US$ Fund
Fixed Income
USD
A
5 5 Global Fixed Income Balanced 826 826 709 368
CI U.S. Income US$ Fund
Fixed Income
USD
F
5 5 Global Fixed Income Balanced 826 826 709 368
CI Select 100e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity 1548 1548 1289 669
CI Select 20i80e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity Balanced 1096 1096 913 537
CI Select 40i60e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Neutral Balanced 1490 1490 1220 729
CI Select 70i30e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Fixed Income Balanced 826 826 709 368
CI Portfolio Series Balanced Fund
Portfolio Series
CAD
F
4 4 4 Global Neutral Balanced 1490 1490 1220 729
CI Portfolio Series Balanced Growth Fund
Portfolio Series
CAD
F
4 4 3 Global Equity Balanced 1096 1096 913 537
CI Portfolio Series Conservative Fund
Portfolio Series
CAD
F
4 4 5 Global Fixed Income Balanced 826 826 709 368
CI Portfolio Series Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1096 1096 913 537
CI Portfolio Series Income Fund
Portfolio Series
CAD
F
4 4 4 Global Fixed Income Balanced 826 826 709 368
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 2025-04-30 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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