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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% -0.01% 92.54M 76.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.36% 27.77% -451.50M Upgrade

Basic Info

Investment Strategy
FSF's investment objective is to seek long-term total returns consisting of long-term capital appreciation and regular dividend income from an actively managed portfolio composed primarily of securities of issuers in the global financial services sector across developed and emerging markets. Under normal market conditions, FSF will invest primarily in equity and equity related securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
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%
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
2019
2020
2021
2022
2023
2024
2025
YTD
25.78%
-1.99%
30.71%
-12.00%
11.27%
33.26%
20.36%
2.51%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.60%
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30.36%
-10.16%
19.22%
30.50%
23.19%
1.52%
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--
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40.90%
9.36%
3.04%
28.80%
0.45%
30.08%
-19.00%
6.29%
33.85%
18.30%
2.60%
27.55%
-11.03%
29.64%
-15.65%
-8.48%
29.63%
17.57%
3.40%
As of January 12, 2026.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.67%
Stock 97.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.99%
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Basic Info

Investment Strategy
FSF's investment objective is to seek long-term total returns consisting of long-term capital appreciation and regular dividend income from an actively managed portfolio composed primarily of securities of issuers in the global financial services sector across developed and emerging markets. Under normal market conditions, FSF will invest primarily in equity and equity related securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
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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