NBI Canadian Family Business ETF (NFAM.TO)
27.78
0.00 (0.00%)
CAD |
TSX |
Apr 18, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.40% | -0.07% | 2.085M | 123.33 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.56% | 47.40% | -719194.0 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment objective of the NBI ETF is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the NBI Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto). To do this, the NBI Canadian Family Business ETF invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of shares of family-owned Canadian companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Canadian Equity |
| Category Index | Morningstar Canada GR CAD |
| Global Category Name | Canadian Equity Large Cap |
| YCharts Categorization | Canada Large Cap |
| YCharts Benchmark | S&P/TSX 60 Index (^TX60) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | National Bank Investments Inc |
| Prospectus Benchmark Index | |
| NBC Canadian Family CAD TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Sandrine Théroux | 5.17 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment objective of the NBI ETF is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the NBI Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto). To do this, the NBI Canadian Family Business ETF invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of shares of family-owned Canadian companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Canadian Equity |
| Category Index | Morningstar Canada GR CAD |
| Global Category Name | Canadian Equity Large Cap |
| YCharts Categorization | Canada Large Cap |
| YCharts Benchmark | S&P/TSX 60 Index (^TX60) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | National Bank Investments Inc |
| Prospectus Benchmark Index | |
| NBC Canadian Family CAD TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Sandrine Théroux | 5.17 yrs |