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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -0.06% 60.43M 2656.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.08% 36.67% 1.446B Upgrade

Basic Info

Investment Strategy
To provide long-term capital growth. The fund invests primarily in equity securities of Canadian and/or U.S. companies priced below their true value and offering long-term opportunities for growth.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Focused Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
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
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
21.27%
19.43%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.17%
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11.45%
13.50%
--
--
--
--
--
--
16.96%
18.44%
-9.84%
19.67%
-2.79%
33.95%
0.92%
9.76%
22.22%
31.18%
As of December 21, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.70%
Stock 90.40%
Bond 4.92%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Basic Info

Investment Strategy
To provide long-term capital growth. The fund invests primarily in equity securities of Canadian and/or U.S. companies priced below their true value and offering long-term opportunities for growth.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Focused Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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