Key stats
About NBI ACTIVE CANADIAN PFD SHS ETF UNITS
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Inception date
Feb 8, 2019
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Eligible dividends
Primary advisor
National Bank Investments, Inc.
The fund aims to generate tax-efficient dividend income while focusing on capital preservation through an actively-managed portfolio of preferred shares and other income-producing securities of Canadian companies. Portfolio holdings could also include Canadian and foreign equities, fixed-income securities, and income trusts. Security selection process is based on knowledge of the company, its industry, and its growth prospects. The process is done through fundamental research, and consideration of quantitative and technical factors by the sub-advisor. Final selection and weighting are determined through a credit analysis for each security, and an assessment of the risk profiles, relative performance, and general economic conditions. Overall foreign exposure is capped at 10% of the funds asset. The fund may also invest less than 10% of its assets in other funds, including ETFs, managed by the sub-advisor.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Top 10 holdings
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.