CI Canadian Income & Growth Investment Strategy | Morningstar

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Strategy

The fund seeks to provide a steady flow of current income while preserving capital by investing in a diversified portfolio of securities composed mainly of equity, equity-related and fixed income securities of Canadian issuers. The fund may also invest in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	CI Canadian Income & Growth Fund	—	Open			Nov 13, 2000	CA$1.47B	—	High	CA$500	−CA$135.49M
—	CI Canadian Income & Growth Fund Class F	—	Open			Nov 13, 2000	CA$401.93M	—	High	CA$500	CA$59.16M
—	CI Canadian Income & Growth Fund Class E	—	Open			Oct 4, 2011	CA$100.98M	—	Above Average	CA$100,000	−CA$16.58M
—	CI Canadian Income & Growth Fund Class AT6	—	Open			Sep 10, 2012	CA$815,220.00	—	High	CA$5,000	CA$61,246.98
—	CI Canadian Income & Growth Fund Class EF	—	Open			Dec 5, 2014	CA$26.01M	—	High	CA$100,000	−CA$3.49M
—	CI Canadian Income & Growth Fund Class P	—	Open			May 1, 2017	CA$23.65M	—	Low	CA$500	−CA$1.50M
—	CI Canadian Income & Growth Fund Class Z	—	Open			Nov 3, 2017	CA$13.40M	—	High	CA$500	−CA$3.42M
—	CI Canadian Income & Growth Fund Class Y	—	Open			Nov 3, 2017	CA$1.56M	—	High	CA$500	−CA$219,325.98

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