(As of 1/31/2025)

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)
11.33 %
YTD Return 3.28 %
NAVPS
(2/14/2025)
$33.43
Change ($0.27) / -0.79 %
Growth of $10,000 (As of January 31, 2025)
MER 0.66 %
Assets ($mil) $590.78
Rank (1Yr) 1/724
Std Dev (3Yr) 18.79 %
Volatility Ranking (3Yr) 7/10
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 Global Asset Management

Portfolio Manager

Lee Goldman, CI Global Asset Management

Sub-Advisor
Data not available
 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Celestica IncCanadian EquityTechnologyCanada4.72%
Kinross Gold CorpCanadian EquityBasic MaterialsCanada3.67%
Agnico Eagle Mines LtdCanadian EquityBasic MaterialsCanada3.65%
Lundin Gold IncCanadian EquityBasic MaterialsCanada3.65%
Gildan Activewear Inc Cl ACanadian EquityConsumer GoodsCanada3.63%
Iamgold CorpCanadian EquityBasic MaterialsCanada3.61%
Galaxy Digital Holdings LtdUS EquityFinancial ServicesUnited States3.49%
Shopify Inc Cl ACanadian EquityTechnologyCanada3.41%
Brookfield Infrastructure Corp Cl AUS EquityUtilitiesUnited States3.40%
Constellation Software IncCanadian EquityTechnologyCanada3.40%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.28 8.08 17.98 3.28 34.07 12.16 12.24 9.45
Benchmark 3.48 6.47 12.11 3.48 25.19 9.97 11.45 8.96
Quartile Ranking 2 1 1 2 1 1 1 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 34.17 3.39 -0.64 21.86 3.95 31.39 -5.45 11.20 8.90 -9.23
Benchmark 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32
Quartile Ranking 1 4 1 3 2 1 1 1 4 4

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