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WXM ETF · CI Morningstar Canada Momentum Index ETF
The WXM Exchange Traded Fund (ETF) is provided by CI. It is built to track an index: Morningstar Canada Target Momentum Index. The WXM ETF provides physical exposure, so by buying it you actually own parts of all the 33 underlying holdings. This share class generates a stream of income by distributing dividends.
Last update Yesterday at 1:30 PM UTC
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This fund is part ofDeveloped Market Blended Cap1M perf.+10.12%
Last price
$48.90
1M perf.
+5.57%
1M flows
+€7.8M
AuM
€910M
E/R
0.65%
Rating
ESG Consensus®
WXM
$48.90
Performance & flows
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January 29, 2026 → April 29, 2026
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WXM
$48.89
+5.64%
Developed Market Blended Cap
+1.54%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +5.57%  | +5.64%  | +50.09% | +103.19% | +129.26% | +2.52% | +2.52% | +11.48% | |
| Flows |
Key fund info
Segment for quartile rank
This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
4/29/2026
$48.89
1D NAV change
-0.26%
Dividend policy
Replication method
Direct (Physical)
Replication model
Full replication
No. of holdings
33
Inception date
2/13/2012
Jurisdiction
Canada
Distribution
Canada
Legal structure
Unit Investment Trust
Base currency
CAD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
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Classification
Investment strategy
This ETF offers investors a way to capitalize on upward trending companies whose share price has performed well in the recent past by replicating, to the extent possible, the Morningstar® Canada Target Momentum Index™, (the "Index"). Empirical evidence suggests that outperforming stocks tend to continue to perform well, while underperformers tend to continue to lag. Utilizing Morningstar's proprietary CPMS™ methodologies, the index screens for above average returns on equity, with an emphasis on upward earnings estimate revisions and technical price momentum indicators. The index is comprised of the top 30 issuers in Canada that meet the screening requirements, and is equally weighted and rebalanced quarterly.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile
Segment for quartile rank
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +5.64% | +50.09% | +103.19% | +129.26% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
More exposure metrics are available, exclusively in Trackinsight Enterprise
Exposure
Countries
Canada
99.90%
Unavailable
0.10%
Sectors
Energy
17.65%
Industrials
16.94%
Financials
16.70%
Consumer Discretionary
10.16%
Materials
9.02%
Communication Services
6.71%
Consumer Staples
3.48%
Utilities
3.25%
Unavailable
16.10%
Diversification
Total weight of top 15 holdings out of 33
Top 15 holdings
Data as of March 31, 2026
BAYTEX ENERGY
BRP SUBORDINATE VOTING
CES ENERGY SOLUTIONS CORP
CA15101Q2071
PRAIRIESKY ROYALTY
IGM FINANCIAL
AECON GROUP
GEORGE WESTON
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BOMBARDIER
AIR CANADA CL B VTG
ARITZIA
ROYAL BK CANADA
QUEBECOR SUB VOTING
CA11285B1085
TORONTO DOMINION
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More risk metrics are available, exclusively in Trackinsight Enterprise
Sustainability
Integrates ESG criteria
No
SDG
More sustainability metrics are available, exclusively in Trackinsight Enterprise
Replication
Trackinsight replication rating:
1-year trailing difference
As of March 31, 2026
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WXM
N/A
Replication quality
Calculated over 12m, as of March 31, 2026
Tracking error
Tracking difference
1-year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
Replication information
Index
Index ticker
Index dividend policy
Replication method
Replication model
Issuer
CI
CI ID Card
Number of funds
149
Total AuM
€15.28B
Expense ratio range
0.05% - 2.35%
Average expense ratio
0.6991%
Top 5 funds by CI
| AuM | ||
|---|---|---|
CSAV | CI First Asset High Interest Savings ETF | €3.02B |
WXM | CI Morningstar Canada Momentum Index ETF | €910M |
CIAI | CI Global Artificial Intelligence ETF | €708M |
DGRC | CI Canada Quality Dividend Growth Index ETF | €534M |
BTCX.B | CI Galaxy Bitcoin ETF | €518M |
Frequently asked questions about WXM
What does CI Morningstar Canada Momentum Index ETF, WXM, invest in?
WXM is a Passive ETF. This ETF provides exposure to Equally Weighted Canadian Equities.
Which benchmark or index does WXM replicate?
WXM tracks the Morningstar Canada Target Momentum Total Return Index - CAD, through a full replication replication method.
What is the Total Expense ratio (TER) of WXM?
WXM carries a total expense ratio (TER) of 0.65%, indicating the annual cost for holding the fund.
When was WXM launched?
WXM was introduced to the market on February 13, 2012. It trades on Canada
Who is the ETF issuer of WXM?
CI Morningstar Canada Momentum Index ETF, WXM, is provided by CI. Learn more about CI here.
What is the current assets under management (AUM) of WXM?
WXM oversees €910M in assets as of April 29, 2026.
How has WXM performed lately?
Based on data from April 29, 2026, WXM returned 5.57% over the past month, 5.64% over the last three months and 11.48% year-to-date.
What are the latest inflows or outflows for WXM?
As of April 29, 2026, WXM recorded net flows of +€7.6M over the last month and +€287M year-to-date.
Does WXM distribute dividends?
WXM follows a distributing dividend policy, meaning it pays out income to investors. As of April 29, 2026, its 12-month trailing yield was 1.23%.
What are the main country or region exposures of WXM?
As of March 31, 2026, WXM has significant geographic allocations in Canada.
In which sector or theme does WXM invest in?
As of March 31, 2026, WXM focuses largely on Energy, Industrials and Financials.
How many securities does WXM hold and how diversified is it?
As of March 31, 2026, WXM holds 33 positions in its portfolio, with 52.87% of assets concentrated in its top 15 holdings.
What are the main positions in WXM?
As of March 31, 2026, WXM top three holdings include BAYTEX ENERGY, BRP SUBORDINATE VOTING and CES ENERGY SOLUTIONS CORP.
What is the base currency of WXM?
The base currency of WXM is CAD.
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