Key stats
About FORALL CORE & MORE U.S. EQUITY INDEX ETF
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Inception date
Nov 11, 2024
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
LongPoint Asset Management, Inc.
The fund tracks an index that adjusts its allocation across various assets through four ETFs based on calculated signals. The fund invests in CGL tracking gold spot price via gold bullioninvarious vault locations, HQU seeking to provide 2x daily exposure of large NASDAQ-listed stocks, HUV tracking an index of first- and second-month VIX futures, and the US-listed SPYX ETF that holds S&P 500 stocks excluding those with known fossil fuel reserves. The fund dynamically allocates assets using volatility and trend indicators with a calculation that takes into account the 30-day standard deviation of HQU and the 30-day moving average and price of QQQ, the established ETF that holds NASDAQ-listed large-cap companies. The index is rebalanced monthly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows
Frequently Asked Questions
FORU assets under management is 3.08 M CAD. It's risen 4.53% over the last month.
FORU fund flows account for 973.80 K CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
No, FORU doesn't pay dividends to its holders.
FORU shares are issued by LongPoint Asset Management, Inc. under the brand LongPoint. The ETF was launched on Nov 11, 2024, and its management style is Passive.
FORU follows the ForAll Core & More U.S. Equity Index - CAD - Benchmark TR Net. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
FORU price has risen by 3.63% over the last month, and its yearly performance shows a 2.70% increase. See more dynamics on FORU price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 4.97% over the last month, showed a 19.01% increase in three-month performance and has increased by 5.14% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 4.97% over the last month, showed a 19.01% increase in three-month performance and has increased by 5.14% in a year.
FORU trades at a premium (0.14%) meaning the ETF is trading at a higher price than the calculated NAV.