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About DYNAMIC ACTIVE US EQUITY ETF UNIT
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Inception date
Oct 24, 2023
The fund provides concentrated exposure to the US equity market. It primarily invests in 25-50 US companies that have leadership positions in their respective industries. The fund may invest in companies of any market capitalization. Although, it seeks to emphasize large, well-established companies with strong fundamentals. Investments may be removed when original attributes, including valuation parameters, are lost or no longer attractive, in the opinion of the portfolio adviser. The fund may invest up to 100% of its net assets in foreign securities and a portion of its assets in securities of companies outside the US and Canada.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Commercial Services
Retail Trade
Stocks99.28%
Technology Services24.19%
Electronic Technology22.43%
Commercial Services13.72%
Retail Trade12.69%
Health Technology8.71%
Finance5.49%
Process Industries4.80%
Transportation3.67%
Industrial Services3.57%
Bonds, Cash & Other0.72%
Cash0.72%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history