Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.74% 1.46% 10.10M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.10% 37.94% -1.123M Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve long-term capital growth by investing in a diversified portfolio comprised primarily of Canadian equity securities and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name CIBC Asset Management Inc
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Crystal Maloney 2.82 yrs

Performance Versus Category

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 28, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
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1.56%
2.10%
0.00%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
6.41%
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11.62%
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24.78%
-6.10%
12.66%
4.74%
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15.99%
1.96%
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8.91%
4.03%
As of May 28, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 1.12% Upgrade Upgrade
Stock 98.63% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.25% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve long-term capital growth by investing in a diversified portfolio comprised primarily of Canadian equity securities and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name CIBC Asset Management Inc
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Crystal Maloney 2.82 yrs

Top Portfolio Holders

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