(As of 2/28/2023)

CI MStar Canada Moment Indx ETF (WXM)

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2015





Inception Return
(2/13/2012)
10.17 %
YTD Return 3.73 %
NAVPS
(3/24/2023)
$24.09
Change ($0.06) / -0.26 %
Growth of $10,000 (As of February 28, 2023)
MER 0.66 %
Assets ($mil) $635.90
Rank (1Yr) 163/727
Std Dev (3Yr) 18.79 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The CI Morningstar Canada Momentum Index ETF has been designed to replicate the performance of the Morningstar Canada Target Momentum Index, net of expenses. The CI Morningstar Canada Momentum Index ETF 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 positive momentum in earnings and price.
Fund Manager

CI Investments Inc

Portfolio Manager

Lee Goldman, CI Investments Inc

Sub-Advisor
Data not available
 
Asset Allocation
(As of February 28, 2023)
Sector Allocation
(As of February 28, 2023)
Geographic Allocation
(As of February 28, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
ATS CorpCanadian EquityConsumer GoodsCanada4.12%
Bombardier Inc Cl ACanadian EquityIndustrial GoodsCanada4.09%
Russel Metals IncCanadian EquityBasic MaterialsCanada4.03%
Fairfax Financial Holdings LtdCanadian EquityFinancial ServicesCanada3.89%
TFI International IncCanadian EquityIndustrial ServicesCanada3.86%
Quebecor Inc Cl BCanadian EquityTelecommunicationsCanada3.73%
BRP IncCanadian EquityConsumer GoodsCanada3.69%
Constellation Software IncCanadian EquityTechnologyCanada3.66%
Gildan Activewear Inc Cl ACanadian EquityConsumer GoodsCanada3.53%
Uni-Select IncCanadian EquityConsumer GoodsCanada3.47%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.56 -0.77 0.64 3.73 1.74 11.27 10.07 9.51
Benchmark -2.45 -0.35 6.30 4.78 -1.21 10.83 8.82 7.86
Quartile Ranking 1 4 4 4 1 2 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -0.64 21.86 3.95 31.39 -5.45 11.20 8.90 -9.23 17.48 25.97
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 1 3 2 1 1 1 4 4 1 1

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