Morningstar 4- and 5-Star Rated Top Performing Funds

Reset

Morningstar Rating data as of 2020-07-31 (Based on risk-adjusted performance)

								Number of funds in category
Name	Investment Type	Class/Series	Overall Morningstar Rating^TM	3 Y	5 Y	10 Y	Morningstar Category	Overall Number of funds in category	3 Y	5 Y	10 Y
Cambridge Asset Allocation Corporate Class	Balanced	CAD F		3	3	4	Tactical Balanced	345	345	218	56
Cambridge Global High Income Fund	Balanced	CAD A		3	3	4	Tactical Balanced	345	345	218	56
Cambridge Global High Income Fund	Balanced	CAD F		4	4	5	Tactical Balanced	345	345	218	56
Sentry Global Balanced Yield Private Pool Class	Balanced	CAD F		4			Global Neutral Balanced	1326	1326	970	418
Sentry U.S. Monthly Income Fund	Balanced	CAD A		4	4		Global Equity Balanced	1001	1001	744	306
Sentry U.S. Monthly Income Fund	Balanced	CAD F		4	5		Global Equity Balanced	1001	1001	744	306
Signature Canadian Balanced Fund	Balanced	CAD F		3	3	4	Canadian Neutral Balanced	557	557	430	178
Signature Global Income & Growth Corporate Class	Balanced	CAD A		4	3	4	Global Neutral Balanced	1326	1326	970	418
Signature Global Income & Growth Corporate Class	Balanced	CAD F		4	4	5	Global Neutral Balanced	1326	1326	970	418
Signature Global Income & Growth Fund	Balanced	CAD A		4	3	4	Global Neutral Balanced	1326	1326	970	418
Signature Global Income & Growth Fund	Balanced	CAD F		4	4	5	Global Neutral Balanced	1326	1326	970	418
Black Creek Global Leaders Corporate Class	Equity	CAD F		3	4		Global Equity	1527	1527	1038	508
Black Creek Global Leaders Fund	Equity	CAD F		3	4	4	Global Equity	1527	1527	1038	508
Cambridge Canadian Dividend Fund	Equity	CAD A		3	3	4	Canadian Dividend and Income Equity	496	496	361	185
Cambridge Canadian Dividend Fund	Equity	CAD F		3	4	5	Canadian Dividend and Income Equity	496	496	361	185
Cambridge Canadian Equity Corporate Class	Equity	CAD A		3	3	4	Canadian Focused Equity	603	603	431	209
Cambridge Canadian Equity Corporate Class	Equity	CAD F		3	4	5	Canadian Focused Equity	603	603	431	209
Cambridge Global Smaller Companies Corporate Class	Equity	CAD A		3	4		Global Small/Mid Cap Equity	266	266	144	59
Cambridge Global Smaller Companies Corporate Class	Equity	CAD F		3	4		Global Small/Mid Cap Equity	266	266	144	59
CI Canadian Investment Corporate Class	Equity	CAD F		4	4	3	Canadian Focused Equity	603	603	431	209
CI Canadian Investment Fund	Equity	CAD F		4	4	3	Canadian Focused Equity	603	603	431	209
CI International Value Corporate Class	Equity	CAD F		3	3	4	International Equity	550	550	366	205
CI International Value Fund	Equity	CAD F		3	4	4	International Equity	550	550	366	205
CI North American Dividend Fund	Equity	CAD A		5	4	5	Canadian Dividend and Income Equity	496	496	361	185
CI North American Dividend Fund	Equity	CAD F		5	5	5	Canadian Dividend and Income Equity	496	496	361	185
Sentry All Cap Income Fund	Equity	CAD A		3	3	4	Canadian Focused Equity	603	603	431	209
Sentry All Cap Income Fund	Equity	CAD F		3	3	4	Canadian Focused Equity	603	603	431	209
Sentry Canadian Income Class	Equity	CAD F		3	3	4	Canadian Focused Equity	603	603	431	209
Sentry International Equity Income Private Pool Class	Equity	CAD A		4			International Equity	550	550	366	205
Sentry International Equity Income Private Pool Class	Equity	CAD F		4			International Equity	550	550	366	205
Sentry Small/Mid Cap Income Fund	Equity	CAD F		3	3	4	Canadian Focused Small/Mid Cap Equity	142	142	87	43
Signature Asian Opportunities Fund	Equity	CAD F		3	3	4	Asia Pacific Equity	62	62	45	29
Signature Emerging Markets Corporate Class	Equity	CAD F		4	4	5	Emerging Markets Equity	230	230	147	70
Signature Emerging Markets Fund	Equity	CAD A		4	3	4	Emerging Markets Equity	230	230	147	70
Signature Emerging Markets Fund	Equity	CAD F		5	4	5	Emerging Markets Equity	230	230	147	70
Signature Global Energy Corporate Class	Equity	CAD F		3	3	4	Energy Equity	53	53	44	25
Signature Global Infrastructure Fund	Equity	CAD A		4	3	4	Global Infrastructure Equity	72	72	46	20
Signature Global Infrastructure Fund	Equity	CAD F		5	4	5	Global Infrastructure Equity	72	72	46	20
Signature Global REIT Class	Equity	CAD A		4	4		Real Estate Equity	117	117	79	47
Signature Global REIT Class	Equity	CAD F		5	4		Real Estate Equity	117	117	79	47
Signature Global REIT Fund	Equity	CAD A		4	4	3	Real Estate Equity	117	117	79	47
Signature Global REIT Fund	Equity	CAD F		5	4	4	Real Estate Equity	117	117	79	47
Signature Preferred Share Fund	Equity	CAD A		4			Preferred Share Fixed Income	55	55	25	7
Signature Preferred Share Fund	Equity	CAD F		4			Preferred Share Fixed Income	55	55	25	7
Synergy Canadian Corporate Class	Equity	CAD F		4	3	4	Canadian Focused Equity	603	603	431	209
Synergy Global Corporate Class	Equity	CAD F		4	3	4	Global Equity	1527	1527	1038	508
CI U.S. Income US$ Pool	Fixed Income	USD A		5	4		Global Fixed Income Balanced	623	623	354	140
CI U.S. Income US$ Pool	Fixed Income	USD F		5			Global Fixed Income Balanced	623	623	354	140
Sentry Global Investment Grade Private Pool Class	Fixed Income	CAD A		4			Global Fixed Income	374	374	222	57
Sentry Global Investment Grade Private Pool Class	Fixed Income	CAD F		5			Global Fixed Income	374	374	222	57
Signature Canadian Bond Fund	Fixed Income	CAD F		3	3	4	Canadian Fixed Income	454	454	347	153
Signature Core Bond Plus Fund	Fixed Income	CAD F		4			Global Fixed Income	374	374	222	57
Signature Corporate Bond Corporate Class	Fixed Income	CAD F		3	4	4	High Yield Fixed Income	417	417	278	75
Signature Corporate Bond Fund	Fixed Income	CAD F		4	4	4	High Yield Fixed Income	417	417	278	75
Signature Floating Rate Income Fund	Fixed Income	CAD F		4			Floating Rate Loans	104	104	66	4
Signature Global Bond Fund	Fixed Income	CAD F		4	3	4	Global Fixed Income	374	374	222	57
Signature High Yield Bond Fund	Fixed Income	CAD F		3	4		High Yield Fixed Income	417	417	278	75
Portfolio Series Balanced Fund	Portfolio Series	CAD F		3	3	4	Global Neutral Balanced	1326	1326	970	418
Portfolio Series Balanced Growth Fund	Portfolio Series	CAD F		3	3	4	Global Equity Balanced	1001	1001	744	306
Portfolio Series Conservative Balanced Fund	Portfolio Series	CAD F		3	3	4	Global Neutral Balanced	1326	1326	970	418
Portfolio Series Conservative Fund	Portfolio Series	CAD F		3	3	4	Global Neutral Balanced	1326	1326	970	418
Portfolio Series Growth Fund	Portfolio Series	CAD F		3	3	4	Global Equity Balanced	1001	1001	744	306
Portfolio Series Income Fund	Portfolio Series	CAD F		3	4	5	Global Fixed Income Balanced	623	623	354	140
Sentry Conservative Income Portfolio	Sentry Personal Pension Portfolios	CAD F		4	4		Global Fixed Income Balanced	623	623	354	140
Sentry Defensive Income Portfolio	Sentry Personal Pension Portfolios	CAD A		4			Global Fixed Income Balanced	623	623	354	140
Sentry Defensive Income Portfolio	Sentry Personal Pension Portfolios	CAD F		5			Global Fixed Income Balanced	623	623	354	140

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

© 2019 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar Ratings reflect performance as of 2020-07-31 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.

Morningstar rates mutual funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each CIFSC category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods— three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.

Please read important disclaimers and disclosure on each fund page found in the ci.com website.

Mutual Funds

Managed Solutions

Exchange Traded Funds

Private Pools

Alternative Investments

Segregated Funds

Group Plans

Guaranteed Retirement Cash Flow Solutions

Team Insights

Prices & Performance

Actionable Solutions