Key stats
About BROMPTON NA FINANCIALS DIV ETF CAD UNITS
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Inception date
Oct 17, 2018
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Brompton Funds Ltd.
The fund is an actively managed fund that seeks stable monthly distributions, capital appreciation, and reduced volatility by investing in a concentrated portfolio of at least 15 large-cap, North American dividend-paying stocks in the financial services sector. Constituents are selected by the fund manager using a top-down analysis which comprises of various factors including macroeconomic and political conditions as well as sector fundamentals. In addition, each firms dividend growth potential, valuation, profitability, current dividend yield, balance sheet strength and liquidity are also considered. The fund manager may also invest up to 20% in other financial services-related firms or in global financial services companies. Call options are then written at the fund managers discretion in order to optimize earnings and to achieve lower overall portfolio volatility. The fund is an unhedged version of BFIN that trades in USD.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.