Morningstar Rating data as of 2024-10-31 (Based on risk-adjusted performance)
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 | 350 | 350 | 324 | 257 | |
CI Canadian Income & Growth Corporate Class | Balanced |
CAD
F
|
4 | 4 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Canadian Income & Growth Fund | Balanced |
CAD
A
|
4 | 4 | 3 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Canadian Income & Growth Fund | Balanced |
CAD
F
|
4 | 4 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Global Asset Allocation Private Pool | Balanced |
CAD
A
|
3 | 3 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | ||
CI Global Asset Allocation Private Pool | Balanced |
CGAA
|
4 | 4 | Tactical Balanced | 287 | 287 | 262 | 126 | ||
CI Global Income & Growth Corporate Class | Balanced |
CAD
A
|
3 | 3 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Global Income & Growth Corporate Class | Balanced |
CAD
F
|
4 | 4 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Global Income & Growth Fund | Balanced |
CAD
A
|
3 | 3 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI Mosaic Balanced Growth ETF Portfolio | CI Mosaic ETF Portfolios |
CAD
F
|
4 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | ||
CI Mosaic Balanced Income ETF Portfolio Class | CI Mosaic ETF Portfolios |
CAD
F
|
3 | 3 | 4 | Global Fixed Income Balanced | 797 | 797 | 689 | 329 | |
CI Mosaic Growth ETF Portfolio Class | CI Mosaic ETF Portfolios |
CAD
F
|
3 | 3 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Canadian Equity Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | Canadian Focused Equity | 478 | 478 | 461 | 323 | |
CI Canadian Equity Fund | Equity |
CAD
F
|
4 | 4 | Canadian Focused Equity | 478 | 478 | 461 | 323 | ||
CI Dividend Income & Growth Corporate Class | Equity |
CAD
A
|
5 | 5 | 3 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Emerging Markets Corporate Class | Equity |
CAD
F
|
3 | 3 | 4 | Emerging Markets Equity | 243 | 243 | 210 | 113 | |
CI Emerging Markets Dividend Index ETF | Equity |
EMV.B
|
5 | 5 | Emerging Markets Equity | 243 | 243 | 210 | 113 | ||
CI Emerging Markets Fund | Equity |
CAD
F
|
3 | 3 | 5 | Emerging Markets Equity | 243 | 243 | 210 | 113 | |
CI Global Concentrated Equity Private Pool | Equity |
CAD
A
|
3 | 3 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Concentrated Equity Private Pool | Equity |
CAD
F
|
3 | 3 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Energy Corporate Class | Equity |
CAD
A
|
4 | 4 | 4 | Energy Equity | 51 | 51 | 39 | 30 | |
CI Global Energy Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | Energy Equity | 51 | 51 | 39 | 30 | |
CI Global Infrastructure Fund | Equity |
CAD
F
|
3 | 3 | 4 | Global Infrastructure Equity | 78 | 78 | 63 | 39 | |
CI Global Infrastructure Private Pool | Equity |
CINF
|
4 | 4 | Global Infrastructure Equity | 78 | 78 | 63 | 39 | ||
CI Global Infrastructure Private Pool | Equity |
CAD
F
|
4 | 4 | Global Infrastructure Equity | 78 | 78 | 63 | 39 | ||
CI Global Leaders Corporate Class | Equity |
CAD
F
|
3 | 3 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI Global Leaders Fund | Equity |
CAD
F
|
3 | 3 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI Global Longevity Economy Fund | Equity |
CAD
A
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Longevity Economy Fund | Equity |
CAD
F
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global REIT Class | Equity |
CAD
F
|
3 | 3 | 4 | Real Estate Equity | 99 | 99 | 92 | 67 | |
CI Global REIT Fund | Equity |
CAD
F
|
3 | 3 | 4 | Real Estate Equity | 99 | 99 | 92 | 67 | |
CI Global REIT Private Pool | Equity |
CGRE
|
4 | 4 | Real Estate Equity | 99 | 99 | 92 | 67 | ||
CI Global REIT Private Pool | Equity |
CAD
F
|
4 | 4 | Real Estate Equity | 99 | 99 | 92 | 67 | ||
CI Global Resource Corporate Class | Equity |
CAD
F
|
4 | 4 | 3 | Natural Resources Equity | 95 | 95 | 94 | 68 | |
CI Global Resource Fund | Equity |
CAD
F
|
4 | 4 | 3 | Natural Resources Equity | 95 | 95 | 94 | 68 | |
CI International Equity Alpha Private Pool | Equity |
CAD
A
|
3 | 3 | International Equity | 584 | 584 | 539 | 287 | ||
CI International Equity Growth Private Pool | Equity |
CAD
F
|
3 | 3 | International Equity | 584 | 584 | 539 | 287 | ||
CI International Quality Dividend Growth Index ETF | Equity |
IQD
|
3 | 3 | International Equity | 584 | 584 | 539 | 287 | ||
CI International Value Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | International Equity | 584 | 584 | 539 | 287 | |
CI International Value Fund | Equity |
CAD
F
|
4 | 4 | 4 | International Equity | 584 | 584 | 539 | 287 | |
CI Morningstar Canada Momentum Index ETF | Equity |
WXM
|
4 | 4 | 4 | Canadian Equity | 530 | 530 | 454 | 305 | |
CI Morningstar International Momentum Index ETF | Equity |
ZXM
|
2 | 2 | International Equity | 584 | 584 | 539 | 287 | ||
CI Morningstar International Value Index ETF | Equity |
VXM
|
5 | 5 | International Equity | 584 | 584 | 539 | 287 | ||
CI MSCI World ESG Impact Index ETF | Equity |
CESG.B
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI MSCI World ESG Impact Index Fund | Equity |
CAD
F
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Munro Global Growth Equity Fund | Equity |
CAD
A
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI North American Dividend Fund | Equity |
CAD
F
|
4 | 4 | 4 | North American Equity | 128 | 128 | 96 | 36 | |
CI ONE Global Equity ETF | Equity |
ONEQ
|
4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Preferred Share Fund | Equity |
CAD
F
|
4 | 4 | Preferred Share Fixed Income | 60 | 60 | 56 | 17 | ||
CI Select Global Equity Corporate Class | Equity |
CAD
F
|
3 | 3 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI Select Global Equity Fund | Equity |
CAD
F
|
3 | 3 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI Synergy American Fund | Equity |
CAD
F
|
4 | 4 | 4 | US Equity | 986 | 986 | 864 | 538 | |
CI Synergy Canadian Corporate Class | Equity |
CAD
F
|
4 | 4 | 3 | Canadian Focused Equity | 478 | 478 | 461 | 323 | |
CI Synergy Global Corporate Class | Equity |
CAD
A
|
4 | 4 | 3 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI Synergy Global Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | Global Equity | 1505 | 1505 | 1263 | 630 | |
CI U.S. 1000 Index ETF | Equity |
CUSM.B
|
4 | 4 | US Equity | 986 | 986 | 864 | 538 | ||
CI U.S. 500 Index ETF | Equity |
CUSA.B
|
4 | 4 | US Equity | 986 | 986 | 864 | 538 | ||
CI U.S. MidCap Dividend Index ETF | Equity |
UMI.B
|
5 | 5 | US Small/Mid Cap Equity | 225 | 225 | 179 | 121 | ||
CI U.S. Small/Mid Cap Equity Fund | Equity |
CAD
F
|
4 | 4 | 4 | US Small/Mid Cap Equity | 225 | 225 | 179 | 121 | |
CI Canadian Convertible Bond Fund | Fixed Income |
CAD
F
|
3 | 3 | 4 | High Yield Fixed Income | 245 | 245 | 224 | 160 | |
CI Canadian Fixed Income Private Pool | Fixed Income |
CAD
F
|
3 | 3 | Canadian Fixed Income | 485 | 485 | 439 | 277 | ||
CI Corporate Bond Fund | Fixed Income |
CAD
F
|
3 | 3 | 4 | Global Corporate Fixed Income | 114 | 114 | 96 | 39 | |
CI DoubleLine Total Return Bond US$ Fund | Fixed Income |
CAD
A
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI DoubleLine Total Return Bond US$ Fund | Fixed Income |
CDLB.B
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI DoubleLine Total Return Bond US$ Fund | Fixed Income |
CAD
F
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Enhanced Short Duration Bond Fund | Fixed Income |
CAD
A
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Enhanced Short Duration Bond Fund | Fixed Income |
CAD
F
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Floating Rate Income Fund | Fixed Income |
CAD
A
|
3 | 3 | Floating Rate Loans | 74 | 74 | 69 | 47 | ||
CI Floating Rate Income Fund | Fixed Income |
CAD
F
|
4 | 4 | Floating Rate Loans | 74 | 74 | 69 | 47 | ||
CI Global Core Plus Bond Fund | Fixed Income |
CAD
A
|
3 | 3 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Global Core Plus Bond Fund | Fixed Income |
CAD
F
|
3 | 3 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Global Investment Grade Class | Fixed Income |
CAD
A
|
3 | 3 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Global Investment Grade Class | Fixed Income |
CAD
F
|
3 | 3 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI High Yield Bond Corporate Class | Fixed Income |
CAD
F
|
4 | 4 | 4 | High Yield Fixed Income | 245 | 245 | 224 | 160 | |
CI High Yield Bond Fund | Fixed Income |
CAD
A
|
3 | 3 | 4 | High Yield Fixed Income | 245 | 245 | 224 | 160 | |
CI High Yield Bond Fund | Fixed Income |
CAD
F
|
4 | 4 | 4 | High Yield Fixed Income | 245 | 245 | 224 | 160 | |
CI Preferred Share ETF | Fixed Income |
FPR
|
4 | 4 | Preferred Share Fixed Income | 60 | 60 | 56 | 17 | ||
CI Portfolio Series Growth Fund | Portfolio Series |
CAD
F
|
4 | 4 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Portfolio Series Income Fund | Portfolio Series |
CAD
F
|
4 | 4 | 4 | Global Fixed Income Balanced | 797 | 797 | 689 | 329 |
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.
©2023 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 2024-10-31 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.
©2023 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 2024-10-31 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.