Morningstar

CIBC Sustainable Canadian Equity Fund F

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return CA$17.20  /  +2.18 %
  • Fund Size CA$34.1M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type —
  • Morningstar Category Canadian Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment CA$500
  • Investment Status Open
  • TTM Yield 1.03%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will CIBC Sustainable Canadian Equity Fund F 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 CIBC Sustainable Canadian Equity Fund F’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIBC Sustainable Canadian Equity Fund F 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 CIBC Sustainable Canadian Equity Fund F’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CIBC Sustainable Canadian Equity F holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Bank of Canada

9.72 3M
Financial Services

The Toronto-Dominion Bank

9.28 3M
Financial Services

Shopify Inc Registered Shs -A- Subord Vtg

7.96 3M
Technology

Canadian Imperial Bank of Commerce

5.49 2M
Financial Services

Bank of Nova Scotia

4.70 2M
Financial Services

Agnico Eagle Mines Ltd

4.38 1M
Basic Materials

Bank of Montreal

3.98 1M
Financial Services

National Bank of Canada

3.43 1M
Financial Services

Alimentation Couche-Tard Inc

2.57 848,593
Consumer Cyclical

Dollarama Inc

2.55 843,088
Consumer Defensive

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