FLI vs. ZFC ETF Comparison
Comparison of First Asset U.S. & Canada LifeCo Income ETF (FLI) to BMO SIA Focused Canadian Equity Fund (ZFC)
FLI
First Asset U.S. & Canada LifeCo Income ETF
FLI Description
First Asset U.S. & Canada Lifeco Income ETF (the Fund), formerly First Asset U.S. & Canada LifeCo Income Fund, is a Canada-based exchange traded fund. The Fund's investment objectives are to provide unitholders with quarterly cash distributions; the opportunity for capital appreciation, and lower overall volatility of portfolio returns than would be experienced by owning a portfolio of publicly traded common equity securities of the United States and Canadian life insurance companies by market capitalization directly. The Fund provides investors with a way to diversify their holdings within the financial sector, while also providing an opportunity to participate in the stock gains that life insurance companies are about to experience in a rising interest rate environment. The Fund's investment manager is First Asset Investment Management Inc.
Grade (RS Rating)
Last Trade
$10.04
Average Daily Volume
6,992
3
ZFC
BMO SIA Focused Canadian Equity Fund
ZFC Description
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.Grade (RS Rating)
Last Trade
$42.00
Average Daily Volume
960
9
Performance
| Period | FLI | ZFC |
|---|---|---|
| 30 Days | -3.74% | 0.48% |
| 60 Days | -1.99% | -1.15% |
| 90 Days | 2.86% | -0.05% |
| 12 Months | 17.86% | 7.17% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FLI | Weight in ZFC | Overlap |
|---|
FLI: Top Represented Industries & Keywords
ZFC: Top Represented Industries & Keywords
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