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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -3.81% 10.45M 0.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 3.28% 1.808M Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve a combination of income and some long-term capital growth 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 Taxable Bond
Broad Category Allocation
Global Peer Group Mixed Asset CAD Conservative - Global
Peer Group Global Fixed Income 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
--
--
--
--
-13.35%
8.25%
4.21%
8.12%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.20%
--
--
--
--
--
--
6.53%
5.71%
--
--
9.68%
6.06%
-11.35%
10.25%
11.51%
9.21%
--
--
9.17%
2.11%
-11.25%
8.50%
7.75%
6.36%
--
--
--
8.07%
-11.30%
12.10%
13.57%
10.03%
As of December 15, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.40%
Stock 39.51%
Bond 58.49%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Basic Info

Investment Strategy
The Fund aims to achieve a combination of income and some long-term capital growth 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 Taxable Bond
Broad Category Allocation
Global Peer Group Mixed Asset CAD Conservative - Global
Peer Group Global Fixed Income 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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