PBD vs. HEF ETF Comparison

Comparison of Purpose Total Return Bond Fund (PBD) to Horizons Enhanced Income Financials Common Class (HEF)
PBD

Purpose Total Return Bond Fund

PBD Description

The Purpose Total Return Bond Fund seeks to achieve a positive total return in diverse market environments over time by tactically allocating its assets among a broad range of fixed income securities, including government debt, investment grade corporate debt and high yield debt.

Grade (RS Rating)

Last Trade

$16.40

Average Daily Volume

1,949

Number of Holdings *

4

* may have additional holdings in another (foreign) market
HEF

Horizons Enhanced Income Financials Common Class

HEF Description NA

Grade (RS Rating)

Last Trade

$14.24

Average Daily Volume

8,783

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period PBD HEF
30 Days 0.93% 0.00%
60 Days 0.05% 0.00%
90 Days 0.78% 0.00%
12 Months 1.28% -3.78%
0 Overlapping Holdings
Symbol Grade Weight in PBD Weight in HEF Overlap
PBD Overweight 4 Positions Relative to HEF
Symbol Grade Weight
BND A 15.05%
MNY C 11.51%
ZCM A 5.38%
ZFM C 1.84%
PBD Underweight 9 Positions Relative to HEF
Symbol Grade Weight
BMO B -8.9%
BNS D -8.01%
CM B -7.8%
NA A -7.74%
TD D -7.73%
GWO C -7.65%
CIX F -7.3%
RY A -7.3%
MFC A -7.14%
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