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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.33% 0.54% 35.03M 3296.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.57% 149.5% 11.64M

Basic Info

Investment Strategy
The objective of the Fund is to generate capital appreciation by investing in a basket of emerging market equities, while mitigating downside risk. A secondary objective of the Fund is to generate a high level of dividend income from those investments.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Emerging Markets Global
Peer Group Emerging Markets Equity
Global Macro --
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%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
8.75%
-0.92%
-11.92%
14.88%
12.75%
21.46%
11.50%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
5.44%
15.24%
2.80%
9.91%
-13.73%
16.28%
16.32%
19.43%
13.05%
8.37%
-5.97%
2.13%
-14.17%
6.23%
18.19%
26.24%
10.78%
7.83%
-0.04%
9.38%
-17.76%
10.23%
17.14%
25.31%
12.89%
11.00%
-1.09%
-6.45%
-13.04%
7.87%
15.18%
17.98%
10.83%
As of February 21, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 16.21%
Stock 74.46%
Bond 3.44%
Convertible 0.00%
Preferred 6.08%
Other -0.19%
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Basic Info

Investment Strategy
The objective of the Fund is to generate capital appreciation by investing in a basket of emerging market equities, while mitigating downside risk. A secondary objective of the Fund is to generate a high level of dividend income from those investments.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Emerging Markets Global
Peer Group Emerging Markets Equity
Global Macro --
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
Start Trial

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