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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.61% -0.01% 318.89M 11444.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.48% 10.01% 8.286M Upgrade

Basic Info

Investment Strategy
CEWs investment objective is to provide Unitholders with a diversified equal weighted investment in a portfolio (the CEW Portfolio) of common shares of the largest Canadian banks and Canadian life insurance companies. Cash distributions on the Units of CEW are expected to be made monthly and will be derived from dividends received by CEW on the CEW Portfolio. Such distributions may also include capital gains and returns of capital. CEW will endeavour to provide holders of its Units with monthly cash distributions targeted to be $0.04167 per Unit (approximately $0.50 per annum). Unitholders will also participate in any potential appreciation in the CEW Portfolio. There can be no assurance that CEW will achieve its stated investment objective, including making distributions at its targeted rate.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-12.71%
25.64%
-0.43%
33.69%
-6.52%
16.88%
29.36%
34.94%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-8.85%
14.13%
1.56%
33.73%
-11.12%
6.81%
21.25%
35.52%
-14.78%
19.86%
-2.85%
28.25%
-14.48%
5.28%
17.06%
27.55%
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20.24%
43.85%
-9.11%
16.87%
3.42%
40.34%
-13.11%
11.07%
22.94%
44.84%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.28%
Stock 99.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
CEWs investment objective is to provide Unitholders with a diversified equal weighted investment in a portfolio (the CEW Portfolio) of common shares of the largest Canadian banks and Canadian life insurance companies. Cash distributions on the Units of CEW are expected to be made monthly and will be derived from dividends received by CEW on the CEW Portfolio. Such distributions may also include capital gains and returns of capital. CEW will endeavour to provide holders of its Units with monthly cash distributions targeted to be $0.04167 per Unit (approximately $0.50 per annum). Unitholders will also participate in any potential appreciation in the CEW Portfolio. There can be no assurance that CEW will achieve its stated investment objective, including making distributions at its targeted rate.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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