Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.28% 89.51M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
56.42M 4.73% Upgrade Upgrade

Basic Info

Investment Strategy
MUSD.U seeks to maximize current income, while at the same time preserving capital and maintaining liquidity, by investing primarily in U.S. dollar-denominated high-quality short term debt securities (with a term to maturity of 365 days or less).
General
Security Type Mutual Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group U.S. Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 67
-39.50M Peer Group Low
59.79M Peer Group High
1 Year
% Rank: 62
56.42M
-207.61M Peer Group Low
640.97M Peer Group High
3 Months
% Rank: 56
-83.86M Peer Group Low
57.89M Peer Group High
3 Years
% Rank: 78
-50.16M Peer Group Low
1.327B Peer Group High
6 Months
% Rank: 67
-78.73M Peer Group Low
122.52M Peer Group High
5 Years
% Rank: 62
-108.95M Peer Group Low
1.188B Peer Group High
YTD
% Rank: 51
-53.40M Peer Group Low
442.35M Peer Group High
10 Years
% Rank: 83
-50.16M Peer Group Low
1.589B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
5.48%
4.40%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.68%
--
--
--
--
--
3.55%
5.33%
4.01%
1.84%
2.22%
0.64%
0.08%
1.65%
5.19%
5.32%
--
2.16%
2.43%
0.78%
0.09%
1.78%
5.37%
5.29%
3.96%
As of December 09, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-8-25) 4.44%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 41
Bond
Yield to Maturity (9-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 2
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 96.04%
Stock 0.00%
Bond 3.96%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Top 10 Holdings

Name % Weight Price % Change
Enbridge Inc. ENB 10/14/2025 FIX USD Corporate (Matured) 10.05% -- --
Safe Trust 0% 03-NOV-2025
6.93% -- --
Ridge Trust 0% 22-DEC-2025
6.36% -- --
Prime Trust 0% 05-FEB-2026
6.11% -- --
Banner Trust 0% 18-MAR-2026
5.91% -- --
Zeus Receivables Trust 0% 03-OCT-2025
5.48% -- --
Canadian Master Trust Series A 0% 09-JAN-2026
5.18% -- --
Rideau Trail Funding Trust 0% 10-NOV-2025
4.21% -- --
Fusion AA USD CP 0% 03-MAR-2026
4.15% -- --
Merit Trust 0% 26-NOV-2025
4.09% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
MUSD.U seeks to maximize current income, while at the same time preserving capital and maintaining liquidity, by investing primarily in U.S. dollar-denominated high-quality short term debt securities (with a term to maturity of 365 days or less).
General
Security Type Mutual Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group U.S. Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-8-25) 4.44%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 41
Bond
Yield to Maturity (9-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 2
As of September 30, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 6/30/2025
Last Prospectus Date --
Share Classes
EVF800 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:EVF801.TO", "name")
Broad Asset Class: =YCI("M:EVF801.TO", "broad_asset_class")
Broad Category: =YCI("M:EVF801.TO", "broad_category_group")
Prospectus Objective: =YCI("M:EVF801.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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