RIT vs. ZFC ETF Comparison

Comparison of First Asset Canadian REIT ETF (RIT) to BMO SIA Focused Canadian Equity Fund (ZFC)
RIT

First Asset Canadian REIT ETF

RIT Description

First Asset Canadian Reit Income Fund (the Fund), formerly First Asset REIT Income Fund, is a Canada-based closed-end investment trust. The Fund's investment objectives is to provide holders with the benefits of high monthly cash distributions together with the opportunity for capital appreciation through the active management of a diversified portfolio of real estate investment trusts (REITs) and real estate corporations that are listed on Canadian stock exchanges. The investment portfolio provides diversification among various real estate holdings, including apartment buildings, shopping centers, office buildings and nursing/retirement homes, among others. The manager and investment advisor of the Fund is First Asset Investment Management Inc.

Grade (RS Rating)

Last Trade

$18.07

Average Daily Volume

16,241

Number of Holdings *

9

* may have additional holdings in another (foreign) market
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

$42.84

Average Daily Volume

1,197

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period RIT ZFC
30 Days 8.79% 1.95%
60 Days 10.57% 0.59%
90 Days 23.16% 2.66%
12 Months 19.57% 4.95%
0 Overlapping Holdings
Symbol Grade Weight in RIT Weight in ZFC Overlap
Compare ETFs