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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 2023-12-31 (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 Global Asset Allocation Private Pool
Balanced
CGAA
4 Tactical Balanced 283 283 260 107
CI Canada Quality Dividend Growth Index ETF
Equity
DGRC
3 4 Canadian Dividend & Income Equity 399 399 358 228
CI Emerging Markets Dividend Index ETF
Equity
EMV.B
5 4 Emerging Markets Equity 226 226 208 109
CI Energy Giants Covered Call ETF
Equity
NXF.B
3 4 Energy Equity 46 46 36 26
CI Europe Hedged Equity Index ETF
Equity
EHE
5 4 European Equity 112 112 108 67
CI Global Infrastructure Private Pool
Equity
CINF
5 Global Infrastructure Equity 98 98 84 39
CI Global REIT Private Pool
Equity
CGRE
5 Real Estate Equity 117 117 103 68
CI International Quality Dividend Growth Index ETF
Equity
IQD
4 5 International Equity 582 582 504 262
CI International Quality Dividend Growth Index ETF
Equity
IQD.B
3 4 International Equity 582 582 504 262
CI Morningstar International Momentum Index ETF
Equity
ZXM
3 5 International Equity 582 582 504 262
CI Morningstar International Value Index ETF
Equity
VXM
5 3 International Equity 582 582 504 262
CI Morningstar US Momentum Index ETF
Equity
YXM.B
5 5 4 US Small/Mid Cap Equity 247 247 179 116
CI MSCI World ESG Impact Index ETF
Equity
CESG
4 Global Equity 1609 1609 1422 689
CI MSCI World ESG Impact Index ETF
Equity
CESG.B
4 Global Equity 1609 1609 1422 689
CI ONE Global Equity ETF
Equity
ONEQ
5 4 Global Equity 1609 1609 1422 689
CI U.S. MidCap Dividend Index ETF
Equity
UMI.B
5 3 US Small/Mid Cap Equity 247 247 179 116
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR
4 4 US Equity 1227 1227 1020 539
CI U.S. Quality Dividend Growth Index ETF
Equity
DGR.B
5 5 US Equity 1227 1227 1020 539
CI Canadian Aggregate Bond Index ETF
Fixed Income
CAGG
3 4 Canadian Fixed Income 480 480 426 271
CI Canadian Convertible Bond ETF
Fixed Income
CXF
5 5 5 Canadian Corporate Fixed Income 68 68 62 43
CI DoubleLine Core Plus Fixed Income US$ Fund
Fixed Income
CCOR.B
4 Global Fixed Income 318 318 225 82
CI DoubleLine Income US$ Fund
Fixed Income
CINC.B
4 High Yield Fixed Income 244 244 229 158
CI DoubleLine Total Return Bond US$ Fund
Fixed Income
CDLB.B
4 Global Fixed Income 318 318 225 82
CI Enhanced Government Bond ETF
Fixed Income
FGO
3 4 Global Fixed Income 318 318 225 82
CI Enhanced Short Duration Bond Fund
Fixed Income
FSB
5 5 Global Fixed Income 318 318 225 82
CI ONE North American Core Plus Bond ETF
Fixed Income
ONEB
5 5 Canadian Fixed Income 480 480 426 271
CI Preferred Share ETF
Fixed Income
FPR
4 4 Preferred Share Fixed Income 63 63 55 18
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 2023-12-31 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.

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