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Investment objective:
To provide long-term growth through capital appreciation. The Fund is managed to obtain a return that approximates the performance of the S&P 500 Index calculated on a total return basis. The S&P 500 Index is a capitalization-weighted index of 500 stocks, designed to measure performance of the broad U.S. economy representing all major industries.
Rate Information
The Fund may be suitable for:
- The core U.S. equity component of a diversified retirement (RRSP, RRIF) portfolio
- Investors who want exposure to the U.S. and returns similar to those of the S&P 500 Index
- Those investing for the medium to long term
What are the risks of investing in the Fund?
- Currency risk, derivative risk, equity risk, foreign market risk, general market risk, index risk, legal and regulatory risk, securities lending, repurchase and reverse repurchase agreements risk, short-selling risk and significant holdings risk
- Refer to the Simplified Prospectus for more details
* Volatility (low to high): The lower the volatility ranking, the lower the risk of the fund. Funds with a volatility ranking of high are the most risky.
** Other dealers may have different minimum dollar requirements.
† Please check with your dealer regarding whether a particular class/series (or purchase option) is available for purchase within a registered account.
View CIBC Mutual Funds Financial Reports and Prospectuses