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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.07% -0.15% 38.74M 467.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.76% 44.02% -15.47M

Basic Info

Investment Strategy
The primary objective of the Fund is to seek to preserve the value of the Funds investments and provide long-term capital appreciation with reduced portfolio volatility, by investing directly and indirectly primarily in global equity securities of high quality companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
9.56%
-7.05%
6.94%
12.75%
-1.79%
-4.11%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
4.08%
--
--
--
-18.62%
27.76%
19.88%
5.52%
-9.71%
--
--
18.62%
-12.07%
13.71%
15.57%
-3.26%
-8.84%
--
--
--
--
--
--
16.22%
-1.11%
As of April 04, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.82%
Stock 91.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 7.76%
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Basic Info

Investment Strategy
The primary objective of the Fund is to seek to preserve the value of the Funds investments and provide long-term capital appreciation with reduced portfolio volatility, by investing directly and indirectly primarily in global equity securities of high quality companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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