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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.77% 0.09% 144.19M 18228.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.38% 99.36% 62.85M Upgrade

Basic Info

Investment Strategy
The funds investment objectives are to provide shareholders with (a) long-term capital appreciation through investment in a high quality portfolio of North American dividend-paying equity securities and (b) monthly cash distributions.
General
Security Type Exchange-Traded Fund
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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--
--
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Peer Group Rtn. (NAV)
--
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--
--
--
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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
-15.26%
23.54%
-1.71%
20.80%
-4.52%
4.85%
10.84%
14.83%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-11.13%
23.25%
-0.81%
24.35%
-1.74%
4.13%
13.62%
20.32%
--
--
--
21.49%
-7.08%
-1.01%
10.70%
14.46%
-9.84%
19.67%
-2.79%
33.95%
0.92%
9.76%
22.22%
29.29%
-11.06%
18.13%
-3.18%
33.68%
2.12%
9.48%
21.33%
34.55%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 16.02%
Stock 82.01%
Bond 2.87%
Convertible 0.00%
Preferred 0.00%
Other -0.90%
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Basic Info

Investment Strategy
The funds investment objectives are to provide shareholders with (a) long-term capital appreciation through investment in a high quality portfolio of North American dividend-paying equity securities and (b) monthly cash distributions.
General
Security Type Exchange-Traded Fund
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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