Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.03% 6.708M 63.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.67% -- 33.64M Upgrade

Basic Info

Investment Strategy
The pools investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the U.S.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset Other Aggressive
Peer Group Global Equity Balanced
Global Macro Mixed Asset Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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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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Peer Group Rtn. (NAV)
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% 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
2025
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
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12.66%
14.26%
-19.09%
20.21%
19.81%
7.96%
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--
15.54%
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12.03%
17.03%
As of January 02, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.74%
Stock 67.56%
Bond 24.42%
Convertible 0.00%
Preferred 0.00%
Other 3.29%
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Basic Info

Investment Strategy
The pools investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the U.S.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset Other Aggressive
Peer Group Global Equity Balanced
Global Macro Mixed Asset Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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