Key stats
About EVOLVE FUNDS GROUP INC. FUTURE LEADERSHIP FUND
Home page
Inception date
Sep 14, 2020
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Evolve Funds Group, Inc.
The fund broadly invests in stocks from around the world that are perceived as leaders in their sector and are expected to benefit from medium- and long-term economic trends. The portfolio manager determines leaders using quantitative techniques, fundamental analysis, and risk management. The portfolio is selected based on proprietary research and analysis. A variety of publicly available resources are used to select stocks that may include shareholder reports, public disclosures, and various other data services. Stocks could be removed if its model ranking declines significantly or its research reveals significant deterioration in fundamentals. The fund may also write covered call options of up to 33%. As an actively managed fund, the portfolio manager can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Finance
Electronic Technology
Health Technology
ETF
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.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
LEAD.B trades at 26.01 CAD today, its price has risen 1.48% in the past 24 hours. Track more dynamics on LEAD.B price chart.
LEAD.B net asset value is 25.59 today — it's risen 5.83% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
LEAD.B assets under management is 5.11 M CAD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
LEAD.B price has risen by 8.47% over the last month, and its yearly performance shows a 21.71% increase. See more dynamics on LEAD.B price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 5.83% over the last month, showed a 10.48% increase in three-month performance and has increased by 28.20% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 5.83% over the last month, showed a 10.48% increase in three-month performance and has increased by 28.20% in a year.
LEAD.B fund flows account for 66.16 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.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
LEAD.B invests in stocks. See more details in our Analysis section.
LEAD.B expense ratio is 1.08%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, LEAD.B isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, LEAD.B technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating LEAD.B shows the strong buy signal. See more of LEAD.B technicals for a more comprehensive analysis.
Today, LEAD.B technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating LEAD.B shows the strong buy signal. See more of LEAD.B technicals for a more comprehensive analysis.
Yes, LEAD.B pays dividends to its holders with the dividend yield of 6.32%.
LEAD.B trades at a premium (0.16%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
LEAD.B shares are issued by Evolve Funds Group, Inc.
LEAD.B follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 14, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.