Evermore Retirement 2040 ETF

Target Date 2040

The Evermore Retirement 2040 ETF is built for those that expect to retire around the year 2040.

$18.76

Last Close
2023.03.22

$18.71

NAV
2023.03.22

$0.9M

AUM
2023.03.22

0.35%

Mgmt Fee

Designed specifically for individuals looking to retire around the year 2040

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

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

The Evermore Retirement 2040 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 2040.

Just like every ETF in The Evermore Retirement Series, the Evermore Retirement 2040 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.

Name*	Symbol	Total %
iShares Core S&P/TSX Capped Composite	XIC	23.6%
iShares Core S&P Total US Stock Market ETF	ITOT	35.3%
iShares Core MSCI EAFE IMI Index ETF	XEF	16.1%
BMO MSCI Emerging Markets Index ETF	ZEM	3.8%
Vanguard Canadian Aggregate Bond Index ETF	VAB	12.6%
Vanguard Total Bond Market ETF	BND	6.2%
Vanguard Total International Bond ETF	BNDX	2.0%
Cash		0.4%
TOTAL		100.0%