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CI EQUITY ASSET ALLOCATION ETF COM UNITCI EQUITY ASSET ALLOCATION ETF COM UNITCI EQUITY ASSET ALLOCATION ETF COM UNIT

CI EQUITY ASSET ALLOCATION ETF COM UNIT

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Overview
Analysis Holdings Discussions Technicals Seasonals

CEQT chart


Full chart

Key stats


Assets under management (AUM)
‪8.63 M‬ CAD
Fund flows (1Y)
‪5.90 M‬ CAD
Dividend yield (indicated)
1.92%
Discount/Premium to NAV
0.04%
Shares outstanding
‪350.00 K‬
Expense ratio
0.36%

About CI EQUITY ASSET ALLOCATION ETF COM UNIT


Issuer
CI FINANCIAL CORP
Brand
CI
Home page
funds.cifinancial.com
Inception date
May 23, 2023
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Primary advisor
CI Investments, Inc.
The fund-of-funds aims for long-term capital growth by broadly investing in stocks from around the world. It intends to fully invest in investment funds, including ETFs, with exposure to equity securities from around the world. The fund may invest in other funds associated or managed by the fund manager. It may invest directly in securities or indirectly through derivatives. As an actively managed ETF, the fund managers have full discretion to buy, sell, or hold securities, among other investment decisions, including rebalancing and reconstitution from time to time.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

CEQT analysis


What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
Top 10 holdings

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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