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Sun Life Tactical Balanced ETF Port O (0P0001K20D.TO)

11.15 +0.02 (+0.17%)
As of January 8 at 3:00:00 PM EST. Market Open.
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DELL
  • Previous Close 11.14
  • YTD Return --
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 96.46M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 45.47%
  • Last Dividend --
  • Inception Date Oct 26, 2018

SLGI Asset Management Inc

Fund Family

--

Fund Category

96.46M

Net Assets

2018-10-26

Inception Date

Performance Overview: 0P0001K20D.TO

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Trailing returns as of 1/8/2025.

YTD Return

0P0001K20D.TO
0.00%
Category
0.00%
 

1-Year Return

0P0001K20D.TO
0.00%
Category
0.00%
 

3-Year Return

0P0001K20D.TO
0.00%
Category
0.00%
 

5-Year Return

0P0001K20D.TO
0.00%
Category
0.00%
 

Holdings: 0P0001K20D.TO

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Top 7 Holdings (48.02% of Total Assets)

SymbolCompany% Assets
IVV
IVV 15.96%
SPDW
SPDW 12.29%
AGG
AGG 5.10%
IEMG
IEMG 4.81%
ANGL
ANGL 4.23%
ZAG
ZAG 3.49%
VWOB
VWOB 2.13%

Sector Weightings

Sector0P0001K20D.TO
Technology   17.06%
Industrials   11.68%
Energy   7.83%
Real Estate   7.64%
Healthcare   6.52%
Utilities   2.95%

Recent News: 0P0001K20D.TO

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Research Reports: 0P0001K20D.TO

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