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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.24% 1.795B --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 157.2% 479.98M Upgrade

Basic Info

Investment Strategy
The fund's investment objective is to provide long-term capital growth. This fund invests directly, or through investments in securities of other mutual funds, in a portfolio mainly composed of equities of U.S. companies. The fund invests in a portfolio consisting primarily of equity securities of U.S. companies. The portfolio manager will generally invest in common shares of large capitalization companies, but may also invest in small- and mid-cap securities and in preferred shares. The fund may also invest in securities that are convertible into common and/or preferred shares, including rights and warrants, income trust securities and American Depositary Receipts (ADRs).
General
Security Type Exchange-Traded Fund
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
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

 
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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
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.20%
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28.17%
37.59%
11.86%
As of December 15, 2025.

Asset Allocation

As of December 11, 2025.
Type % Net
Cash 1.09%
Stock 98.91%
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 growth. This fund invests directly, or through investments in securities of other mutual funds, in a portfolio mainly composed of equities of U.S. companies. The fund invests in a portfolio consisting primarily of equity securities of U.S. companies. The portfolio manager will generally invest in common shares of large capitalization companies, but may also invest in small- and mid-cap securities and in preferred shares. The fund may also invest in securities that are convertible into common and/or preferred shares, including rights and warrants, income trust securities and American Depositary Receipts (ADRs).
General
Security Type Exchange-Traded Fund
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
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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