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SYMBOL: ERFO

Evermore Retirement 2050 ETF

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Target Date 2050

The Evermore Retirement 2050 ETF is built for those that expect to retire around the year 2050.

2050 Female

$19.38

Last Close
2022.08.16

$19.38

NAV
2022.08.16

$1.0M

AUM
2022.08.16

0.35%

Mgmt Fee

Key Benefits

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Designed specifically for individuals looking to retire around the year 2050

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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: ERFO

Portfolio Manager: Brian See, CFA

Auditors: Ernst & Young LLP

The Evermore Retirement 2050 ETF is a target date fund providing an increasing exposure to fixed income while maintaining a focus on growth for individuals who are looking to retire around the year 2050.

Just like every ETF in The Evermore Retirement Series, the Evermore Retirement 2050 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 June 30, 2022

Name Symbol Total %
iShares Core S&P/TSX Capped Composite XIC 27.3%
iShares Core S&P Total US Stock Market ETF ITOT 41.4%
iShares Core MSCI EAFE IMI Index ETF XEF 18.3%
BMO MSCI Emerging Markets Index ETF ZEM 4.6%
Vanguard Canadian Aggregate Bond Index ETF VAB 4.2%
Vanguard Total Bond Market ETF BND 2.1%
Vanguard Total International Bond ETF BNDX 0.7%
Cash   1.4%
TOTAL   100.0%

 

Allocations & Glide Path

Target allocations for 2022

EQUITIES FIXED INCOME
93% 7%

 

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Evermore Glide Path 2050

Sector Weights

as of June 30, 2022

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Evermore makes investing for retirement as easy as possible

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