ZFC vs. ISIF ETF Comparison

Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to IA Claringtion Strategic Income Fund ETF (ISIF)
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

$41.73

Average Daily Volume

1,132

Number of Holdings *

9

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

IA Claringtion Strategic Income Fund ETF

ISIF Description The fund's objective is to provide a consistent stream of income and capital appreciation by investing primarily in Canadian equity and fixed income investments.

Grade (RS Rating)

Last Trade

$11.28

Average Daily Volume

2,403

Number of Holdings *

4

* may have additional holdings in another (foreign) market
Performance
Period ZFC ISIF
30 Days -2.80% -0.18%
60 Days -1.28% -0.62%
90 Days -2.23% 0.09%
12 Months 6.16% 5.75%
0 Overlapping Holdings
Symbol Grade Weight in ZFC Weight in ISIF Overlap
ZFC Overweight 9 Positions Relative to ISIF
Symbol Grade Weight
DOL B 6.92%
K B 6.8%
TRI B 6.78%
SES B 6.71%
CCO B 6.69%
MX C 6.68%
CNQ D 6.68%
CSU B 6.64%
PEY C 6.62%
ZFC Underweight 4 Positions Relative to ISIF
Symbol Grade Weight
L B -2.55%
STN A -2.42%
CP D -2.09%
FTS C -1.93%
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