Toronto - Delayed Quote CAD

CI Canadian Small/Mid Cap Class P (0P0001FJNT.TO)

9.58 -3.14 (-24.67%)
As of April 8 at 4:00 PM EDT. Market Open.
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DELL
  • Previous Close 12.72
  • YTD Return -5.80%
  • Expense Ratio 0.23%
  • Category Canadian Focused Small/Mid Cap Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 387.3M
  • Beta (5Y Monthly) 0.68
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 69.88%
  • Last Dividend 0.00
  • Inception Date May 1, 2017

This fund’s objective is to provide investors with long-term capital growth through investment in equity securities of small and medium size companies with above average growth potential. Normally, the fund will invest mainly in common stocks of small and medium size Canadian companies, which are listed for trading on a stock exchange. When appropriate, the fund may also invest in short-term debt securities, preferred shares and debt securities convertible into equity securities.

CI Investments Inc

Fund Family

Canadian Focused Small/Mid Cap Equity

Fund Category

387.3M

Net Assets

2017-05-01

Inception Date

Performance Overview: 0P0001FJNT.TO

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Trailing returns as of 4/8/2022. Category is Canadian Focused Small/Mid Cap Equity.

YTD Return

0P0001FJNT.TO
5.80%
Category
2.54%
 

1-Year Return

0P0001FJNT.TO
4.93%
Category
19.19%
 

3-Year Return

0P0001FJNT.TO
13.26%
Category
6.45%
 

5-Year Return

0P0001FJNT.TO
0.00%
Category
9.26%
 

Holdings: 0P0001FJNT.TO

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Top 10 Holdings (19.00% of Total Assets)

SymbolCompany% Assets
CJT.TO
Cargojet Inc. 3.20%
EFN.TO
Element Fleet Management Corp. 2.80%
PKI.TO
Parkland Corporation 2.40%
2.12%
BYD.TO
Boyd Group Services Inc. 2.05%
TSU.TO
Trisura Group Ltd. 1.57%
FRC
FRC 1.27%
CIA.TO
Champion Iron Limited 1.24%
STN.TO
Stantec Inc. 1.21%
PLC.TO
PLC.TO 1.14%

Sector Weightings

Sector0P0001FJNT.TO
Industrials   17.01%
Technology   9.35%
Energy   9.23%
Healthcare   7.27%
Real Estate   7.16%
Utilities   4.97%

Recent News: 0P0001FJNT.TO

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Research Reports: 0P0001FJNT.TO

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