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SYMBOL: ERDV

Evermore Retirement 2035 ETF

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Target Date 2035

The Evermore Retirement 2035 ETF is built for those that expect to retire around the year 2035.

2035 Male

$17.90

Last Close
2022.09.28

$17.88

NAV
2022.09.28

$0.9M

AUM
2022.09.28

0.35%

Mgmt Fee

Key Benefits

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Designed specifically for individuals looking to retire around the year 2035

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All-in-one solution that makes investing for retirement as easy as possible

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Low fee so more of your hard-earned money is working for you

Overview

Listed-on-NEO

Listing Date: February 23, 2022

Symbol: ERDV

Portfolio Manager: Brian See, CFA

Auditors: Ernst & Young LLP

The Evermore Retirement 2035 ETF is a target date fund that is accelerating allocation from equities to fixed income to lower volatility for individuals who are looking to retire around the year 2035.

Just like every ETF in The Evermore Retirement Series, the Evermore Retirement 2035 ETF is invested in a select basket of highly liquid and low-fee index ETFs from the world's premiere issuers and allocated according to our glide path to reduce volatility as you approach your retirement and beyond.

To learn more about how target date funds work for your retirement portfolio, be sure to check out the video below.

Holdings

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Holdings as of July 31, 2022

Name Symbol Total %
iShares Core S&P/TSX Capped Composite XIC 18.8%
iShares Core S&P Total US Stock Market ETF ITOT 29.7%
iShares Core MSCI EAFE IMI Index ETF XEF 12.7%
BMO MSCI Emerging Markets Index ETF ZEM 2.8%
Vanguard Canadian Aggregate Bond Index ETF VAB 21.4%
Vanguard Total Bond Market ETF BND 10.5%
Vanguard Total International Bond ETF BNDX 3.6%
Cash   0.7%
TOTAL   100.0%

 

Allocations & Glide Path

Target allocations for 2022

 

EQUITIES FIXED INCOME
64% 36%

 

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Evermore Glide Path 2035

Sector Weights

as of August 31, 2022

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Evermore makes investing for retirement as easy as possible

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