Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.66% 0.03% 554.05M 4303.43
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.12% 149.7% -74.99M Upgrade

Basic Info

Investment Strategy
WXM has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “Index”), net of expenses. WXM invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
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 CI Investments Inc
Prospectus Benchmark Index
Morningstar Canada Tgt Mtum TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Lijon Geeverghese 4.21 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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 April 24, 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
10.05%
-4.87%
31.48%
4.57%
20.97%
-0.41%
3.36%
7.43%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.79%
7.16%
-7.34%
23.76%
-1.48%
25.99%
-1.46%
11.17%
4.98%
11.50%
-16.21%
24.14%
6.05%
31.45%
-1.18%
5.81%
5.09%
6.58%
-10.27%
20.66%
-2.37%
34.13%
1.22%
9.82%
5.36%
8.44%
-8.06%
24.37%
5.85%
19.09%
-7.12%
14.99%
6.04%
As of April 24, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.21% Upgrade Upgrade
Stock 99.79% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
WXM has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “Index”), net of expenses. WXM invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
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 CI Investments Inc
Prospectus Benchmark Index
Morningstar Canada Tgt Mtum TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Lijon Geeverghese 4.21 yrs

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