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SYMBOL: EREO

Evermore Retirement 2040 ETF

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Target Date 2040

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

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$18.18

Last Close
2022.06.24

$18.20

NAV
2022.06.24

$0.9M

AUM
2022.06.24

0.35%

Mgmt Fee

Overview

Listed-on-NEO

Listing Date: February 23, 2022

Symbol: EREO

Portfolio Manager: Brian See, CFA

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.

Holdings

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Vanguard-logo 65 px Height

 

Holdings as of May 31, 2022

Name Symbol Total %
iShares Core S&P/TSX Capped Composite XIC 23.7%
iShares Core S&P Total US Stock Market ETF ITOT 35.5%
iShares Core MSCI EAFE IMI Index ETF XEF 15.8%
BMO MSCI Emerging Markets Index ETF ZEM 3.6%
Vanguard Canadian Aggregate Bond Index ETF VAB 12.3%
Vanguard Total Bond Market ETF BND 6.2%
Vanguard Total International Bond ETF BNDX 2.1%
Cash   0.9%
TOTAL   100.0%

 

Allocations & Glide Path

Target allocations for 2022

EQUITIES FIXED INCOME
79% 21%

 

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Evermore Glide Path 2040

Sector Weights

as of May 31, 2022

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