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 Global Asset Allocation Private Pool | Balanced |
CAD
F
|
4 | 4 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | ||
CI Global Income & Growth Fund | Balanced |
CAD
F
|
4 | 4 | 5 | Global Neutral Balanced | 1375 | 1375 | 1162 | 678 | |
CI U.S. Equity & Income Fund | Balanced |
CAD
A
|
4 | 4 | 5 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI U.S. Equity & Income Fund | Balanced |
CAD
F
|
5 | 5 | 5 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Dividend Income & Growth Corporate Class | Equity |
CAD
F
|
5 | 5 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Dividend Income & Growth Fund | Equity |
CAD
A
|
5 | 5 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Dividend Income & Growth Fund | Equity |
CAD
F
|
5 | 5 | 4 | Global Equity Balanced | 1096 | 1096 | 932 | 529 | |
CI Emerging Markets Alpha ETF | Equity |
CIEM.U
|
5 | 5 | Emerging Markets Equity | 243 | 243 | 210 | 113 | ||
CI Global Climate Leaders Fund | Equity |
CAD
A
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Climate Leaders Fund | Equity |
CLML
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Climate Leaders Fund | Equity |
CLML.U
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Global Climate Leaders Fund | Equity |
CAD
F
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI International Equity Alpha Private Pool | Equity |
CAD
F
|
4 | 4 | International Equity | 584 | 584 | 539 | 287 | ||
CI Munro Global Growth Equity Fund | Equity |
CMGG
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Munro Global Growth Equity Fund | Equity |
CMGG.U
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Munro Global Growth Equity Fund | Equity |
CAD
F
|
5 | 5 | Global Equity | 1505 | 1505 | 1263 | 630 | ||
CI Canadian Convertible Bond ETF | Fixed Income |
CXF
|
5 | 5 | 5 | Canadian Corporate Fixed Income | 71 | 71 | 61 | 41 | |
CI Enhanced Short Duration Bond Fund | Fixed Income |
FSB
|
4 | 4 | Global Fixed Income | 359 | 359 | 250 | 106 | ||
CI Global Unconstrained Bond Fund | Fixed Income |
CAD
A
|
4 | 4 | Multi-Sector Fixed Income | 259 | 259 | 225 | 76 | ||
CI Global Unconstrained Bond Fund | Fixed Income |
CAD
F
|
4 | 4 | Multi-Sector Fixed Income | 259 | 259 | 225 | 76 | ||
CI ONE North American Core Plus Bond ETF | Fixed Income |
ONEB
|
5 | 5 | Canadian Fixed Income | 485 | 485 | 439 | 277 | ||
CI U.S. Income US$ Fund | Fixed Income |
USD
A
|
5 | 5 | Global Fixed Income Balanced | 797 | 797 | 689 | 329 | ||
CI U.S. Income US$ Fund | Fixed Income |
USD
F
|
5 | 5 | 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.