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CI Cat de société d'act amér sélect E (0P0000ULDM.TO)

Toronto - Toronto Delayed Price. Currency in CAD
23.07+0.32 (+1.42%)
At close: 04:00PM EDT

CI Cat de société d'act amér sélect E

15 York Street, 2nd Floor

+1 416 3641145
Management Information
,Lead Manager since June 27, 2021
Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyCI Investments Inc
Net Assets354.15M
YTD Return14.87%
Morningstar Rating★★
Inception DateOct 3, 2011

Fund Operations

Last Dividend0.07
Last Cap GainN/A
Holdings Turnover80.15%
Average for CategoryN/A

Fees & Expenses

Expense0P0000ULDM.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A