PDF vs. NSCB ETF Comparison
Comparison of Purpose Core Dividend Fund (PDF) to Nbi Sustainable Canadian Bond ETF (NSCB)
Purpose Core Dividend Fund
PDF Description
The fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of high quality North American dividend-paying equity securities; and (ii) monthly distributions. The fund invests in a portfolio of high quality North American dividend-paying equity securities based on a fundamental rules-based portfolio selection strategy that intends to create value and reduce risk over the investment period.
Grade (RS Rating)
Last Trade
$34.11
Average Daily Volume
3,805
7
NSCB
Nbi Sustainable Canadian Bond ETF
NSCB Description
The NBI Sustainable Canadian Bond ETF?s investment objective is to provide a high level of current income and sustained capitalgrowth while focusing on debt instruments designed to raise funds for projects or businesses that have a positive environmentalor social impact. It invests, directly or through investments in securities of other mutual funds, in a portfolio comprised primarilyof bonds issued by Canadian federal or provincial governments or by Canadian corporations.Grade (RS Rating)
Last Trade
$22.34
Average Daily Volume
1,672
2
Performance
Period | NSCB | |
---|---|---|
30 Days | -0.06% | -0.84% |
60 Days | 2.91% | -2.23% |
90 Days | 5.45% | -1.41% |
12 Months | 19.02% | 4.72% |
1 Overlapping Holdings
Symbol | Grade | Weight in PDF | Weight in NSCB | Overlap | |
---|---|---|---|---|---|
MFC | A | 3.54% | 3.51% | 3.51% |
PDF Underweight 1 Positions Relative to NSCB
Symbol | Grade | Weight | |
---|---|---|---|
SLF | A | -3.61% |
PDF: Top Represented Industries & Keywords
NSCB: Top Represented Industries & Keywords