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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.32% 0.04% 93.22M 39.83
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.77% -- -25.17M Upgrade

Basic Info

Investment Strategy
The fund seeks to track, to the extent reasonably possible, the performance of a portfolio of large and mid-cap U.S. equity securities that exhibit high value characteristics, net of expenses. Currently, the fund seeks to track the VettaFi US Enhanced Value Index, or any successor thereto
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
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

 
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15%
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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
2019
2020
2021
2022
2023
2024
2025
YTD
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.60%
24.95%
3.57%
30.93%
-9.52%
13.47%
14.93%
15.10%
1.92%
29.69%
3.23%
31.02%
-9.09%
13.74%
15.18%
16.44%
3.31%
19.70%
4.62%
30.72%
-2.21%
12.31%
26.07%
11.27%
2.07%
21.47%
3.97%
32.83%
-2.82%
12.75%
26.43%
12.92%
4.70%
As of January 12, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.05%
Stock 99.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Basic Info

Investment Strategy
The fund seeks to track, to the extent reasonably possible, the performance of a portfolio of large and mid-cap U.S. equity securities that exhibit high value characteristics, net of expenses. Currently, the fund seeks to track the VettaFi US Enhanced Value Index, or any successor thereto
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
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
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