• Investment Solutions
    • Investment Overview
    • Mutual Funds
    • ETFs
    • Liquid Alternatives
    • Private Market Investments
    • Digital Assets
    • Tax-Efficient Solutions
    • ESG Solutions
    • Managed Solutions
    • Private Pools
    • High Net Worth Solutions
    • Segregated Funds
  • Prices & Performance
  • Investment Capabilities
    • CI GAM
    • Our Capabilities
    • ETFs
    • Canadian & U.S. Equity
    • International & Global Equity
    • Small-Mid Cap Equity
    • Sector Equity
    • Fixed Income
    • Asset Allocation
    • Multi-Asset
    • Alternatives
    • Strategic Partnerships
    • Auspice Capital Advisors
    • Galaxy Digital Capital Management LP
    • Marret Asset Management Inc.
    • Black Creek Investment Management Inc.
    • PICTON Investments
    • Altrinsic Global Advisors
    • Munro Partners
    • DoubleLine
  • Investor Resources
    • Calculators & Tools
    • PFIC Documents
    • Investor Login
  • Advisor Resources
    • Practice Management
    • CI Investment Portfolio Advisory
    • Tax, Retirement & Estate Planning
    • Events & CE Portal
    • Advisor Online Login
    • Advisor Resource Center
    • Applications and Forms
    • Trailing Commissions
  • Expert Insights
    • Articles
    • Podcasts
    • Commentaries
    • Videos
  • Institutional
  • Logins
    • Advisor Resource Centre
    • AdvisorOnline
    • InvestorOnline
  • Français

CI Global Asset Management logo
menu
  • Institutional
  • Search
  • Logins
    • Advisor Resource Centre
    • AdvisorOnline
    • InvestorOnline
  • Français
  • Investment Solutions
    • Investment Overview
      • Mutual Funds
      • ETFs
      • Liquid Alternatives
      • Private Market Investments
      • Digital Assets
      • Tax-Efficient Solutions
      • ESG Solutions
      • Managed Solutions
      • Private Pools
      • High Net Worth Solutions
      • Segregated Funds
  • Prices & Performance
  • Investment Capabilities
    • CI GAM
      • Our Capabilities
      • ETFs
      • Canadian & U.S. Equity
      • International & Global Equity
      • Small-Mid Cap Equity
      • Sector Equity
      • Fixed Income
      • Asset Allocation
      • Multi-Asset
      • Alternatives
    • Strategic Partnerships
      • Auspice Capital Advisors
      • Galaxy Digital Capital Management LP
      • Marret Asset Management Inc.
      • Black Creek Investment Management Inc.
      • PICTON Investments
      • Altrinsic Global Advisors
      • Munro Partners
      • DoubleLine
  • Investor Resources
    • Calculators & Tools
    • PFIC Documents
    • Investor Login
  • Advisor Resources
    • Practice Management
    • CI Investment Portfolio Advisory
    • Tax, Retirement & Estate Planning
    • Events & CE Portal
    • Advisor Online Login
    • Advisor Resource Center
    • Applications and Forms
    • Trailing Commissions
  • Expert Insights
    • Articles
    • Podcasts
    • Commentaries
    • Videos

Morningstar 4- and 5-Star Rated Top Performing Funds

Filter options
Morningstar Category
Overall Morningstar RatingTM
Class/Series
Reset

Morningstar Rating data as of 2025-07-31 (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 Corporate Class
Balanced
CAD
F
4 4 3 Canadian Neutral Balanced 365 365 331 271
CI Canadian Balanced Fund
Balanced
CAD
F
4 4 4 Canadian Neutral Balanced 365 365 331 271
CI Canadian Income & Growth Corporate Class
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1465 1465 1206 745
CI Canadian Income & Growth Fund
Balanced
CAD
A
3 3 3 Global Neutral Balanced 1465 1465 1206 745
CI Canadian Income & Growth Fund
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1465 1465 1206 745
CI Global Asset Allocation Private Pool
Balanced
CAD
A
3 3 Global Neutral Balanced 1465 1465 1206 745
CI Global Asset Allocation Private Pool
Balanced
CGAA
4 4 Global Neutral Balanced 1465 1465 1206 745
CI Global Asset Allocation Private Pool
Balanced
CAD
F
4 4 Global Neutral Balanced 1465 1465 1206 745
CI Global Income & Growth Corporate Class
Balanced
CAD
F
4 4 4 Global Neutral Balanced 1465 1465 1206 745
CI Global Income & Growth Fund
Balanced
CAD
A
3 3 4 Global Neutral Balanced 1465 1465 1206 745
CI Global Income & Growth Fund
Balanced
CAD
F
4 4 5 Global Neutral Balanced 1465 1465 1206 745
CI U.S. Monthly Income Fund
Balanced
CAD
A
4 4 4 Global Equity Balanced 1105 1105 936 600
CI U.S. Monthly Income Fund
Balanced
CAD
F
5 5 5 Global Equity Balanced 1105 1105 936 600
CI Mosaic Balanced ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Neutral Balanced 1465 1465 1206 745
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Equity Balanced 1105 1105 936 600
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
3 3 Global Equity 1584 1584 1288 695
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
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 483 483 468 346
CI Canadian Equity Growth Fund
Equity
CAD
F
4 4 Canadian Focused Equity 483 483 468 346
CI Canadian Equity Index ETF
Equity
CCDN
4 4 Canadian Equity 577 577 490 327
CI Canadian REIT ETF
Equity
RIT
3 3 5 Real Estate Equity 108 108 99 69
CI Canadian REIT Fund
Equity
CAD
F
3 3 5 Real Estate Equity 108 108 99 69
CI Dividend Income & Growth Corporate Class
Equity
CAD
A
4 4 4 Global Equity Balanced 1105 1105 936 600
CI Dividend Income & Growth Corporate Class
Equity
CAD
F
4 4 5 Global Equity Balanced 1105 1105 936 600
CI Dividend Income & Growth Fund
Equity
CAD
A
4 4 4 Global Equity Balanced 1105 1105 936 600
CI Dividend Income & Growth Fund
Equity
CAD
F
5 5 5 Global Equity Balanced 1105 1105 936 600
CI Emerging Markets Alpha ETF
Equity
CIEM.U
4 4 Emerging Markets Equity 247 247 208 113
CI Emerging Markets Corporate Class
Equity
CAD
F
3 3 4 Emerging Markets Equity 247 247 208 113
CI Emerging Markets Dividend Index ETF
Equity
EMV.B
4 4 Emerging Markets Equity 247 247 208 113
CI Emerging Markets Fund
Equity
CAD
F
3 3 4 Emerging Markets Equity 247 247 208 113
CI Europe Hedged Equity Index ETF
Equity
EHE
3 3 European Equity 89 89 89 62
CI Global Climate Leaders Fund
Equity
CAD
A
5 5 Global Equity 1584 1584 1288 695
CI Global Climate Leaders Fund
Equity
CLML
5 5 Global Equity 1584 1584 1288 695
CI Global Climate Leaders Fund
Equity
CLML.U
5 5 Global Equity 1584 1584 1288 695
CI Global Climate Leaders Fund
Equity
CAD
F
5 5 Global Equity 1584 1584 1288 695
CI Global Core Plus Equity ETF
Equity
ONEQ
3 3 Global Equity 1584 1584 1288 695
CI Global Dividend Corporate Class
Equity
CAD
F
4 4 3 Global Dividend & Income Equity 185 185 181 125
CI Global Dividend Fund
Equity
CAD
A
4 4 3 Global Dividend & Income Equity 185 185 181 125
CI Global Dividend Fund
Equity
CAD
F
4 4 4 Global Dividend & Income Equity 185 185 181 125
CI Global Dividend Opportunities Corporate Class
Equity
CAD
F
4 4 5 Global Dividend & Income Equity 185 185 181 125
CI Global Dividend Opportunities Fund
Equity
CAD
A
3 3 4 Global Dividend & Income Equity 185 185 181 125
CI Global Dividend Opportunities Fund
Equity
CAD
F
4 4 5 Global Dividend & Income Equity 185 185 181 125
CI Global Energy Corporate Class
Equity
CAD
F
3 3 4 Energy Equity 53 53 42 33
CI Global Financial Sector ETF
Equity
FSF
4 4 Financial Services Equity 60 60 51 26
CI Global Healthcare Leaders Index ETF
Equity
CHCL.B
4 4 Healthcare Equity 47 47 42 24
CI Global Infrastructure Fund
Equity
CAD
F
3 3 4 Global Infrastructure Equity 103 103 82 42
CI Global Infrastructure Private Pool
Equity
CINF
4 4 Global Infrastructure Equity 103 103 82 42
CI Global Infrastructure Private Pool
Equity
CAD
F
4 4 Global Infrastructure Equity 103 103 82 42
CI Gold+ Giants Covered Call ETF
Equity
CGXF.U
5 5 Natural Resources Equity 93 93 87 72
CI Health Care Giants Covered Call ETF
Equity
FHI
3 3 Healthcare Equity 47 47 42 24
CI Health Care Giants Covered Call ETF
Equity
FHI.U
4 4 Healthcare Equity 47 47 42 24
CI Health Care Giants Covered Call ETF
Equity
FHI.B
4 4 Healthcare Equity 47 47 42 24
CI International Equity Alpha Private Pool
Equity
CAD
F
3 3 International Equity 590 590 545 316
CI Morningstar Canada Momentum Index ETF
Equity
WXM
4 4 4 Canadian Equity 577 577 490 327
CI Morningstar Canada Value Index ETF
Equity
FXM
4 4 3 Canadian Equity 577 577 490 327
CI Morningstar International Momentum Index ETF
Equity
ZXM
4 4 5 International Equity 590 590 545 316
CI Morningstar International Momentum Index ETF
Equity
ZXM.B
5 5 5 International Equity 590 590 545 316
CI Morningstar International Value Index ETF
Equity
VXM
5 5 5 International Equity 590 590 545 316
CI Morningstar International Value Index ETF
Equity
VXM.B
5 5 4 International Equity 590 590 545 316
CI Munro Global Growth Equity Fund
Equity
CAD
A
5 5 Global Equity 1584 1584 1288 695
CI Munro Global Growth Equity Fund
Equity
CMGG
5 5 Global Equity 1584 1584 1288 695
CI Munro Global Growth Equity Fund
Equity
CMGG.U
5 5 Global Equity 1584 1584 1288 695
CI Munro Global Growth Equity Fund
Equity
CAD
F
5 5 Global Equity 1584 1584 1288 695
CI North American Equity Fund
Equity
CAD
A
4 4 4 North American Equity 155 155 106 42
CI North American Equity Fund
Equity
CAD
F
4 4 4 North American Equity 155 155 106 42
CI Select Canadian Equity Corporate Class
Equity
CAD
F
3 3 4 Canadian Focused Equity 483 483 468 346
CI Select Canadian Equity Fund
Equity
CAD
F
4 4 4 Canadian Focused Equity 483 483 468 346
CI Select Global Equity Corporate Class
Equity
CAD
F
3 3 4 Global Equity 1584 1584 1288 695
CI Select Global Equity Fund
Equity
CAD
F
3 3 4 Global Equity 1584 1584 1288 695
CI Select Global Equity Private Pool
Equity
CAD
F
3 3 Global Equity 1584 1584 1288 695
CI Synergy Global Corporate Class
Equity
CAD
A
4 4 4 Global Equity 1584 1584 1288 695
CI Synergy Global Corporate Class
Equity
CAD
F
5 5 4 Global Equity 1584 1584 1288 695
CI U.S. 1000 Index ETF
Equity
CUSM.B
4 4 US Equity 1036 1036 905 566
CI U.S. 500 Index ETF
Equity
CUSA.B
4 4 US Equity 1036 1036 905 566
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 4 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 235 235 205 129
CI U.S. MidCap Dividend Index ETF
Equity
UMI.B
4 4 US Small/Mid Cap Equity 235 235 205 129
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
4 4 U.S. Dividend & Income Equity 183 183 176 103
CI U.S. Stock Selection Fund
Equity
CAD
F
4 4 3 US Equity 1036 1036 905 566
CI Canadian Convertible Bond ETF
Fixed Income
CXF
5 5 5 Canadian Corporate Fixed Income 101 101 88 57
CI Canadian Convertible Bond Fund
Fixed Income
CAD
F
3 3 5 High Yield Fixed Income 217 217 196 141
CI Corporate Bond Class
Fixed Income
CAD
F
3 3 4 Global Corporate Fixed Income 158 158 130 67
CI Corporate Bond Corporate Class
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 158 158 130 67
CI Corporate Bond Fund
Fixed Income
CAD
A
4 4 4 Global Corporate Fixed Income 158 158 130 67
CI Corporate Bond Fund
Fixed Income
CAD
F
4 4 4 Global Corporate Fixed Income 158 158 130 67
CI Enhanced Government Bond ETF
Fixed Income
FGO.U
4 4 Global Fixed Income 136 136 92 32
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
4 4 Global Core Plus Fixed Income 277 277 212 87
CI Enhanced Short Duration Bond Fund
Fixed Income
CAD
F
4 4 Global Core Plus Fixed Income 277 277 212 87
CI Floating Rate Income Fund
Fixed Income
CAD
A
4 4 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
3 3 Global Core Plus Fixed Income 277 277 212 87
CI Global Investment Grade Class
Fixed Income
CAD
F
3 3 Global Core Plus Fixed Income 277 277 212 87
CI Global Unconstrained Bond Fund
Fixed Income
CAD
A
3 3 Multi-Sector Fixed Income 263 263 231 118
CI Global Unconstrained Bond Fund
Fixed Income
CAD
F
4 4 Multi-Sector Fixed Income 263 263 231 118
CI High Yield Bond Corporate Class
Fixed Income
CAD
A
4 4 3 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Corporate Class
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Fund
Fixed Income
CAD
A
4 4 4 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Fund
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Private Pool
Fixed Income
CAD
A
4 4 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Private Pool
Fixed Income
CGHY
4 4 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Private Pool
Fixed Income
CGHY.U
5 5 High Yield Fixed Income 217 217 196 141
CI High Yield Bond Private Pool
Fixed Income
CAD
F
4 4 High Yield Fixed Income 217 217 196 141
CI North American Core Plus Bond ETF
Fixed Income
ONEB
5 5 Canadian Fixed Income 362 362 335 220
CI U.S. Income US$ Fund
Fixed Income
USD
A
5 5 4 Global Fixed Income Balanced 841 841 718 394
CI U.S. Income US$ Fund
Fixed Income
USD
F
5 5 Global Fixed Income Balanced 841 841 718 394
CI Select 100e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity 1584 1584 1288 695
CI Select 20i80e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Equity Balanced 1105 1105 936 600
CI Select 40i60e Managed Portfolio Corporate Class
Portfolio Select Series
CAD
F
4 4 3 Global Neutral Balanced 1465 1465 1206 745
CI Portfolio Series Balanced Fund
Portfolio Series
CAD
F
4 4 4 Global Neutral Balanced 1465 1465 1206 745
CI Portfolio Series Balanced Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1105 1105 936 600
CI Portfolio Series Conservative Fund
Portfolio Series
CAD
F
4 4 5 Global Fixed Income Balanced 841 841 718 394
CI Portfolio Series Growth Fund
Portfolio Series
CAD
A
4 4 3 Global Equity Balanced 1105 1105 936 600
CI Portfolio Series Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity Balanced 1105 1105 936 600
CI Portfolio Series Income Fund
Portfolio Series
CAD
F
4 4 4 Global Fixed Income Balanced 841 841 718 394
CI Portfolio Series Maximum Growth Fund
Portfolio Series
CAD
A
4 4 3 Global Equity 1584 1584 1288 695
CI Portfolio Series Maximum Growth Fund
Portfolio Series
CAD
F
4 4 4 Global Equity 1584 1584 1288 695
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 2025-07-31 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.

Contact us