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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.90% 0.06% 18.05M 80.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 2.83% 957081.0 Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-14.23%
9.58%
18.40%
7.61%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-11.22%
18.05%
11.58%
15.26%
-11.06%
15.07%
20.18%
17.46%
--
--
10.83%
14.99%
-10.58%
14.63%
20.71%
16.69%
--
--
--
17.16%
-13.82%
18.78%
22.83%
17.81%
--
--
--
--
--
--
16.17%
16.23%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.37%
Stock 73.31%
Bond 24.08%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Basic Info

Investment Strategy
The Fund aims to achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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