• Investment Solutions
    • Investment Overview
    • Mutual Funds
    • ETFs
    • Liquid Alternatives
    • Alternative & Private Market Investments
    • Cryptocurrencies
    • ESG Solutions
    • Managed Solutions
    • 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 Mahoney Asset Management
    • Altrinsic Global Advisors
    • Munro Partners
    • DoubleLine
  • Investor Resources
    • Calculators & Tools
    • PFIC Documents
    • Investor Login
  • Advisor Resources
    • Advisor Consulting
    • Practice Management
    • Tax, Retirement & Estate Planning
    • Events & CE Portal
    • Advisor Online Login
    • Advisor Resource Center
    • Applications and Forms
    • Trailling Commissions
  • Expert Insights
    • Articles
    • Podcasts
    • Fund 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
      • Alternative & Private Market Investments
      • Cryptocurrencies
      • ESG Solutions
      • Managed Solutions
      • 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 Mahoney Asset Management
      • Altrinsic Global Advisors
      • Munro Partners
      • DoubleLine
  • Investor Resources
    • Calculators & Tools
    • PFIC Documents
    • Investor Login
  • Advisor Resources
    • Advisor Consulting
      • Practice Management
      • Tax, Retirement & Estate Planning
      • Events & CE Portal
    • Advisor Online Login
    • Advisor Resource Center
    • Applications and Forms
    • Trailling Commissions
  • Expert Insights
    • Articles
    • Podcasts
    • Fund 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 2023-04-30 (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
4 4 5 Canadian Neutral Balanced 353 353 332 234
CI Canadian Income & Growth Corporate Class
Balanced
CAD
F
5 5 4 Global Neutral Balanced 1349 1349 1164 530
CI Canadian Income & Growth Fund
Balanced
CAD
F
5 5 4 Global Neutral Balanced 1349 1349 1164 530
CI Global Asset Allocation Private Pool
Balanced
CAD
A
4 4 Global Neutral Balanced 1349 1349 1164 530
CI Global Asset Allocation Private Pool
Balanced
CGAA
4 4 Tactical Balanced 280 280 253 102
CI Global Asset Allocation Private Pool
Balanced
CAD
F
4 4 Global Neutral Balanced 1349 1349 1164 530
CI Global Balanced Fund
Balanced
CAD
F
3 3 4 Global Equity Balanced 1028 1028 882 438
CI Global Income & Growth Corporate Class
Balanced
CAD
A
3 3 4 Global Neutral Balanced 1349 1349 1164 530
CI Global Income & Growth Corporate Class
Balanced
CAD
F
4 4 5 Global Neutral Balanced 1349 1349 1164 530
CI Global Income & Growth Fund
Balanced
CAD
A
4 4 4 Global Neutral Balanced 1349 1349 1164 530
CI Global Income & Growth Fund
Balanced
CAD
F
5 5 5 Global Neutral Balanced 1349 1349 1164 530
CI High Income Corporate Class
Balanced
CAD
F
5 5 3 Global Neutral Balanced 1349 1349 1164 530
CI High Income Fund
Balanced
CAD
F
5 5 3 Global Neutral Balanced 1349 1349 1164 530
CI U.S. Equity & Income Fund
Balanced
CAD
A
1 1 5 Global Equity Balanced 1028 1028 882 438
CI U.S. Equity & Income Fund
Balanced
CAD
F
2 2 5 Global Equity Balanced 1028 1028 882 438
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
A
4 4 Global Equity Balanced 1028 1028 882 438
CI Mosaic Balanced Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
5 5 Global Equity Balanced 1028 1028 882 438
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
A
4 4 Global Equity 1633 1633 1350 650
CI Mosaic Growth ETF Portfolio
CI Mosaic ETF Portfolios
CAD
F
4 4 Global Equity 1633 1633 1350 650
CI Conservative Income Personal Portfolio
CI Personal Pension Portfolios
CAD
F
4 4 Global Fixed Income Balanced 730 730 601 224
CI Growth Personal Portfolio
CI Personal Pension Portfolios
CAD
F
4 4 Global Equity Balanced 1028 1028 882 438
CI Canadian Dividend Corporate Class
Equity
CAD
F
4 4 Canadian Dividend & Income Equity 395 395 360 223
CI Canadian Dividend Fund
Equity
CAD
A
3 3 4 Canadian Dividend & Income Equity 395 395 360 223
CI Canadian Dividend Fund
Equity
CAD
F
4 4 5 Canadian Dividend & Income Equity 395 395 360 223
CI Canadian Dividend Private Pool
Equity
CAD
A
4 4 Canadian Dividend & Income Equity 395 395 360 223
CI Canadian Dividend Private Pool
Equity
CAD
F
5 5 Canadian Dividend & Income Equity 395 395 360 223
CI Canadian REIT ETF
Equity
RIT
4 4 Real Estate Equity 112 112 90 65
CI Canadian REIT Fund
Equity
CAD
A
4 4 4 Real Estate Equity 112 112 90 65
CI Canadian REIT Fund
Equity
CAD
F
4 4 5 Real Estate Equity 112 112 90 65
CI Canadian Small/Mid Cap Equity Income Class
Equity
CAD
F
3 3 Canadian Focused Small/Mid Cap Equity 44 44 33 21
CI Canadian Small/Mid Cap Equity Income Fund
Equity
CAD
F
3 3 4 Canadian Focused Small/Mid Cap Equity 44 44 33 21
CI Dividend Income & Growth Corporate Class
Equity
CAD
A
5 5 3 Global Equity Balanced 1028 1028 882 438
CI Dividend Income & Growth Corporate Class
Equity
CAD
F
5 5 3 Global Equity Balanced 1028 1028 882 438
CI Dividend Income & Growth Fund
Equity
CAD
A
5 5 3 Global Equity Balanced 1028 1028 882 438
CI Dividend Income & Growth Fund
Equity
CAD
F
5 5 4 Global Equity Balanced 1028 1028 882 438
CI Emerging Markets Corporate Class
Equity
CAD
F
4 4 4 Emerging Markets Equity 251 251 195 96
CI Emerging Markets Fund
Equity
CAD
F
4 4 4 Emerging Markets Equity 251 251 195 96
CI Energy Giants Covered Call ETF
Equity
NXF.B
3 3 Energy Equity 42 42 39 27
CI Global Concentrated Equity Private Pool
Equity
CAD
F
4 4 Global Equity 1633 1633 1350 650
CI Global Dividend Corporate Class
Equity
CAD
F
5 5 3 Global Equity 1633 1633 1350 650
CI Global Dividend Fund
Equity
CAD
F
5 5 4 Global Equity 1633 1633 1350 650
CI Global Dividend Opportunities Corporate Class
Equity
CAD
F
5 5 Global Equity 1633 1633 1350 650
CI Global Dividend Opportunities Fund
Equity
CAD
F
5 5 Global Equity 1633 1633 1350 650
CI Global Energy Corporate Class
Equity
CAD
A
3 3 4 Energy Equity 42 42 39 27
CI Global Energy Corporate Class
Equity
CAD
F
3 3 4 Energy Equity 42 42 39 27
CI Global Equity Alpha Private Pool
Equity
CAD
A
4 4 Global Equity 1633 1633 1350 650
CI Global Equity Alpha Private Pool
Equity
CAD
F
4 4 Global Equity 1633 1633 1350 650
CI Global Infrastructure Fund
Equity
CAD
F
4 4 4 Global Infrastructure Equity 93 93 71 33
CI Global Leaders Corporate Class
Equity
CAD
A
5 5 4 Global Equity 1633 1633 1350 650
CI Global Leaders Corporate Class
Equity
CAD
F
5 5 5 Global Equity 1633 1633 1350 650
CI Global Leaders Fund
Equity
CAD
A
5 5 4 Global Equity 1633 1633 1350 650
CI Global Leaders Fund
Equity
CAD
F
5 5 5 Global Equity 1633 1633 1350 650
CI Global Value Fund
Equity
CAD
F
4 4 4 Global Equity 1633 1633 1350 650
CI International Equity Alpha Private Pool
Equity
CAD
A
4 4 International Equity 599 599 489 240
CI International Equity Alpha Private Pool
Equity
CAD
F
4 4 International Equity 599 599 489 240
CI International Value Corporate Class
Equity
CAD
F
3 3 4 International Equity 599 599 489 240
CI International Value Fund
Equity
CAD
F
3 3 4 International Equity 599 599 489 240
CI Morningstar Canada Momentum Index ETF
Equity
WXM
3 3 4 Canadian Equity 522 522 455 284
CI Morningstar National Bank Québec Index ETF
Equity
QXM
3 3 5 Canadian Equity 522 522 455 284
CI ONE Global Equity ETF
Equity
ONEQ
5 5 Global Equity 1633 1633 1350 650
CI Preferred Share Fund
Equity
CAD
A
3 3 Preferred Share Fixed Income 63 63 56 14
CI Preferred Share Fund
Equity
CAD
F
4 4 Preferred Share Fixed Income 63 63 56 14
CI Select Global Equity Corporate Class
Equity
CAD
F
4 4 4 Global Equity 1633 1633 1350 650
CI Select Global Equity Fund
Equity
CAD
F
4 4 4 Global Equity 1633 1633 1350 650
CI Synergy Global Corporate Class
Equity
CAD
F
4 4 4 Global Equity 1633 1633 1350 650
CI WisdomTree Emerging Markets Dividend Index ETF
Equity
EMV.B
4 4 Emerging Markets Equity 251 251 195 96
CI WisdomTree International Quality Dividend Growth Index ETF
Equity
IQD
4 4 International Equity 599 599 489 240
CI WisdomTree International Quality Dividend Growth Index ETF
Equity
IQD.B
3 3 International Equity 599 599 489 240
CI WisdomTree International Quality Dividend Growth Variably Hedged Index ETF
Equity
DQI
4 4 International Equity 599 599 489 240
CI WisdomTree U.S. MidCap Dividend Index ETF
Equity
UMI.B
5 5 US Small/Mid Cap Equity 209 209 175 107
CI WisdomTree U.S. Quality Dividend Growth Index ETF
Equity
DGR
5 5 US Equity 1233 1233 1011 507
CI WisdomTree U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
5 5 US Equity 1233 1233 1011 507
CI WisdomTree U.S. Quality Dividend Growth Variably Hedged Index ETF
Equity
DQD
4 4 US Equity 1233 1233 1011 507
CI Canadian Bond Fund
Fixed Income
CAD
F
4 4 4 Canadian Fixed Income 477 477 412 248
CI Canadian Convertible Bond ETF
Fixed Income
CXF
5 5 5 Canadian Corporate Fixed Income 66 66 63 40
CI Canadian Convertible Bond Fund
Fixed Income
CAD
A
5 5 4 High Yield Fixed Income 231 231 215 122
CI Canadian Convertible Bond Fund
Fixed Income
CAD
F
5 5 4 High Yield Fixed Income 231 231 215 122
CI Canadian Fixed Income Private Pool
Fixed Income
CAD
F
4 4 Canadian Fixed Income 477 477 412 248
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
5 5 Global Fixed Income 281 281 211 81
CI Floating Rate Income Fund
Fixed Income
CAD
A
4 4 Floating Rate Loans 87 87 71 6
CI Floating Rate Income Fund
Fixed Income
CAD
F
5 5 Floating Rate Loans 87 87 71 6
CI Global Core Plus Bond Fund
Fixed Income
CAD
A
3 3 Global Fixed Income 281 281 211 81
CI Global Core Plus Bond Fund
Fixed Income
CAD
F
4 4 Global Fixed Income 281 281 211 81
CI Global High Yield Credit Private Pool
Fixed Income
CAD
A
5 5 High Yield Fixed Income 231 231 215 122
CI Global High Yield Credit Private Pool
Fixed Income
CAD
F
5 5 High Yield Fixed Income 231 231 215 122
CI Global Investment Grade Class
Fixed Income
CAD
A
4 4 Global Fixed Income 281 281 211 81
CI Global Investment Grade Class
Fixed Income
CAD
F
4 4 Global Fixed Income 281 281 211 81
CI Global Unconstrained Bond Private Pool
Fixed Income
CAD
A
5 5 Multi-Sector Fixed Income 227 227 190 43
CI Global Unconstrained Bond Private Pool
Fixed Income
CAD
F
5 5 Multi-Sector Fixed Income 227 227 190 43
CI High Yield Bond Corporate Class
Fixed Income
CAD
F
4 4 4 High Yield Fixed Income 231 231 215 122
CI ONE North American Core Plus Bond ETF
Fixed Income
ONEB
5 5 Canadian Fixed Income 477 477 412 248
CI Preferred Share ETF
Fixed Income
FPR
4 4 Preferred Share Fixed Income 63 63 56 14
CI U.S. Income US$ Fund
Fixed Income
USD
F
2 2 Global Fixed Income Balanced 730 730 601 224
CI Portfolio Series Conservative Balanced Fund
Portfolio Series
CAD
F
3 3 4 Global Neutral Balanced 1349 1349 1164 530
CI Portfolio Series Growth Fund
Portfolio Series
CAD
F
5 5 4 Global Equity Balanced 1028 1028 882 438
CI Portfolio Series Income Fund
Portfolio Series
CAD
F
4 4 4 Global Fixed Income Balanced 730 730 601 224
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.

©2022 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 2023-04-30 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.

Contact us