Investor suitability

For those who:

  • want U.S. equity exposure
  • want to receive regular quarterly cash flows (if any)
  • can tolerate medium to high risk

Fund overview

The Fund has been designed to replicate, to the extent possible, the performance of the MorningstarĀ® US Target Momentum IndexTM (the "Index"), net of expenses. The Fund invests in equity securities of the largest and most liquid U.S. issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to U.S issuers which have demonstrated, among other things, positive momentum in earnings and price. The investment strategy of the Fund is to invest in and hold the constituent securities of the Index.

Fund/ETF Facts (2022-12-01)

Inception date


Asset class

U.S. Equity

Income distribution



Toronto Stock Exchange

Growth of $10,000