PFMN vs. XWD ETF Comparison

Comparison of Picton Mahoney Fort Mkt Neutral Fund ETF (PFMN) to iShares MSCI World Index ETF (XWD)
PFMN

Picton Mahoney Fort Mkt Neutral Fund ETF

PFMN Description

The investment objective of the Picton Mahoney Fortified Market Neutral Alternative Fund (the “Fund”) is to provide consistent long-term capital appreciation and to provide unitholders with a risk-adjusted rate of return which outperforms its benchmark with less volatility than traditional equity markets and low correlation to major equity markets.

Grade (RS Rating)

Last Trade

$15.11

Average Daily Volume

17,084

Number of Holdings *

3

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

iShares MSCI World Index ETF

XWD Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI World Index (the underlying index). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

Grade (RS Rating)

Last Trade

$92.78

Average Daily Volume

6,622

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period PFMN XWD
30 Days 1.00% 2.51%
60 Days 2.23% 3.75%
90 Days 4.35% 7.32%
12 Months 11.27% 30.30%
1 Overlapping Holdings
Symbol Grade Weight in PFMN Weight in XWD Overlap
XIU B 15.58% 3.09% 3.09%
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