CIBC U.S. Index Fund - Premium Class Units

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
  • Those with at least $50,000 to invest (which is the minimum initial investment for Premium Class units of this Fund)

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.

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