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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.66% -0.03% 357.87M 6104.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.35% 28.84% 17.64M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of high quality North American dividend-paying equity securities; and (ii) monthly cash distributions.
General
Security Type Exchange-Traded Fund
Equity Style Large 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 Purpose 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)
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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
2019
2020
2021
2022
2023
2024
2025
YTD
23.25%
-0.81%
24.35%
-1.74%
4.13%
13.62%
20.80%
1.36%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.60%
23.54%
-1.71%
20.80%
-4.52%
4.85%
10.84%
15.49%
1.06%
23.76%
-1.47%
25.99%
-1.46%
11.17%
19.97%
22.58%
1.50%
20.66%
-2.37%
34.13%
0.91%
9.96%
22.37%
31.66%
1.92%
22.29%
7.99%
27.18%
-1.62%
10.27%
13.93%
19.54%
1.25%
As of January 12, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.13%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of high quality North American dividend-paying equity securities; and (ii) monthly cash distributions.
General
Security Type Exchange-Traded Fund
Equity Style Large 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 Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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