Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.92% 0.00% -- 433.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.14% 152.3% -- Upgrade

Basic Info

Investment Strategy
The Fund is a mutual fund investment trust that seeks to provide unitholders with (i) high quarterly income on a tax efficient basis; (ii) long-term capital appreciation through investment in a portfolio of high quality equity securities; and (iii) lower overall portfolio volatility. The fund will write options to seek to earn tax efficient option premiums, reduce overall portfolio volatility and enhance the portfolios total return.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group North American Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Strathbridge Asset Management
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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
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
--
--
--
--
-1.83%
18.22%
10.91%
2.64%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.53%
35.93%
23.07%
10.70%
-39.24%
36.15%
23.59%
18.99%
-0.50%
35.78%
25.74%
11.54%
-34.90%
36.00%
35.22%
16.23%
0.95%
23.25%
-0.81%
24.35%
-1.74%
4.13%
13.62%
20.80%
2.41%
23.54%
-1.71%
20.80%
-4.52%
4.85%
10.84%
15.49%
1.59%
As of January 18, 2026.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 21.32%
Stock 57.22%
Bond 15.31%
Convertible 0.00%
Preferred 0.00%
Other 6.15%
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Basic Info

Investment Strategy
The Fund is a mutual fund investment trust that seeks to provide unitholders with (i) high quarterly income on a tax efficient basis; (ii) long-term capital appreciation through investment in a portfolio of high quality equity securities; and (iii) lower overall portfolio volatility. The fund will write options to seek to earn tax efficient option premiums, reduce overall portfolio volatility and enhance the portfolios total return.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group North American Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Strathbridge Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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