Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -1.07% 751.28M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 19.10% 21.16M Upgrade

Basic Info

Investment Strategy
The fund's investment objective is to provide long-term capital appreciation by investing, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of equity securities of small and medium capitalization companies located around the world. The fund invests mainly in securities of global small and medium capitalization companies that are listed on recognized markets.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global Sm&Mid Cap
Peer Group Global Small/Mid Cap Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
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)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
--
--
3.71%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.44%
--
--
--
--
138.4%
77.99%
24.00%
12.36%
--
--
--
2.12%
-21.27%
-19.86%
40.04%
9.12%
5.97%
-0.19%
-4.20%
-42.49%
48.69%
47.33%
4.09%
-6.77%
As of January 22, 2026.

Asset Allocation

As of January 20, 2026.
Type % Net
Cash 2.25%
Stock 97.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The fund's investment objective is to provide long-term capital appreciation by investing, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of equity securities of small and medium capitalization companies located around the world. The fund invests mainly in securities of global small and medium capitalization companies that are listed on recognized markets.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Global Sm&Mid Cap
Peer Group Global Small/Mid Cap Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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