CUTL.TO

CI Utilities Giants Covered Call ETF


Risk Management

DERIVATIVES

Rules-Based

MANAGEMENT STYLE

$ 35.3 M

ASSETS UNDER MGMT

65 bp

EXPENSES
Fund Basics
Inception dateFeb 21, 2023
Regulation
Fund Websitelink...
Distributions
CurrencyCAD
Holdings TransparencyFull
Derivatives-basedYes
Options availableNo
Currency hedgedNo
Fund of fundsNo
Top Holdings
CANADIAN DOLLAR 88.2 %
ENTERGY CORP 5.6 %
CONSTELLATION ENERGY CORP 5.2 %
NEXTERA ENERGY INC 5.2 %
DOMINION ENERGY INC 5.2 %
AMERICAN ELECTRIC POWER CO INC 5.2 %
XCEL ENERGY INC 5.1 %
DTE ENERGY CO 5.0 %
VISTRA CORP 5.0 %
WEC ENERGY GROUP INC 5.0 %
Historical Performance


Standardized Performance (as of 05/31/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 1.6% 1.0% 6.8% 5.4% -- -- -- 4.1%
Dividend Yield 1.6% 7.2% 6.9% 5.6% -- -- -- 5.3%
Total Returns 3.3% 8.2% 13.6% 11.0% -- -- -- 9.4%
Ann. Volatility 25.5% 23.2% 29.0% 32.0% -- -- -- 34.2%
Market Correlations
versus...BetaR-squared
S&P 5000.000%
MSCI EAFE0.000%
MSCI Emg Mkts0.000%
Liquidity Measures
Avg. volume (000)0
ADV traded (mns)$0
Turnover0.0%
Avg. Bid/Ask (% of price)0.00%
Technical Indicators
30d moving avg. (EMA)$22.70
Relative strength (RSI)48
MACD/Signal-0.10/0.02
Bollinger Bands (Upper/Lower)$23.59/$22.18
Short interest (% of AUM)0.0%
Distributions
Bid/Ask Spreads
<1 bp
AVG SPREAD
<1 — <1 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
65 bp
CUTL.TO
101 bp
PEER AVG