Morningstar

CI Canadian Income & Growth Fund Class Y

Morningstar Medalist Rating
Medalist Rating as of
  • NAV / 1-Day Return 11.01  /  +0.70 %
  • Total Assets 4.0B
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level High
  • Share Class Type —
  • Category Global Neutral Balanced
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.08%
  • Turnover 29%

CAD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:18 AM GMT+0

Morningstar’s Analysis

Will CI Canadian Income & Growth Cl Y outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CI Canadian Income & Growth Cl Y’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CI Canadian Income & Growth Cl Y management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CI Canadian Income & Growth Cl Y’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CI Canadian Income & Growth Cl Y holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
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