BIVC.TO
Capstone Biblically Informed Canadian Equity Fund
Canadian
EQUITY
Active
MANAGEMENT STYLE
$ 3.8 M
ASSETS UNDER MGMT
80 bp
EXPENSES
Fund Basics
| Inception date | Oct 30, 2025 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| POWER CORP OF CANADA | 6.6 % |
| CANADIAN NATURAL RESOURCES | 6.4 % |
| AGF MANAGEMENT LTD-CL B | 6.4 % |
| BANK OF NOVA SCOTIA | 6.1 % |
| OPEN TEXT CORP | 5.9 % |
| ROYAL BANK OF CANADA | 5.6 % |
| B2GOLD CORP | 5.5 % |
| WHITECAP RESOURCES INC | 5.3 % |
| CANADIAN NATL RAILWAY CO | 5.1 % |
| COGECO COMMUNICATIONS INC. | 4.9 % |
Constituent Breakdown
| Number of holdings | 27 |
| Herfindahl-Hirschman Index | 464 |
| Wgt avg mkt cap (mns) | $36,906 |
| Large cap (>$10bn) | 47.1% |
| Mid cap ($2-10bn) | 29.2% |
| Small cap (<$2bn) | 17.1% |
| Developed mkts. | 93.4% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
CANADA | 93.4 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.7% | -- | -- | -- | -- | -- | -- | 11.1% |
| Dividend Yield | 0.0% | -- | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | 11.7% | -- | -- | -- | -- | -- | -- | 11.1% | Ann. Volatility | 20.2% | -- | -- | -- | -- | -- | -- | 15.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $22.06 |
| Relative strength (RSI) | 85 |
| MACD/Signal | 0.25/0.33 |
| Bollinger Bands (Upper/Lower) | $22.95/$21.77 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. BIVC.TO |
Expenses vs. BIVC.TO |
ALTAR Score™ vs. BIVC.TO |
|---|---|---|---|---|
| VDY.TO | Vanguard FTSE Canadian High Dividend Yield Index ETF | 34.6% | -60 bp | -2.2% |
| XEI.TO | iShares S&P/TSX Composite High Dividend Index ETF | 34.1% | -58 bp | -2.3% |
| XDV.TO | iShares Canadian Select Dividend Index ETF | 33.3% | -25 bp | -1.5% |
| MHDC.TO | Mackenzie Canadian High Dividend Yield ETF | 32.1% | -25 bp | -1.6% |
| XCV.TO | iShares Canadian Value Index ETF | 32.0% | -25 bp | -2.4% |
| ICAE.TO | Invesco S&P/TSX Canadian Dividend Aristocrats ESG Index ETF | 30.5% | -60 bp | -2.5% |
| GCEI.TO | Guardian Canadian Equity Income Fund | 30.3% | -30 bp | -2.5% |
| FCCD.TO | Fidelity Canadian High Dividend ETF | 29.6% | -45 bp | -2.0% |
| ZDIV.TO | BMO MSCI Canada IMI High Dividend Yield Index ETF | 28.4% | -71 bp | -1.3% |
| PXC.TO | Invesco RAFI Canadian Index ETF | 27.4% | -35 bp | -2.2% |
Risk and Returns: BIVC.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/4/2026
Peer Group Comparison
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ETF Research Center Rating
8.5%
ALTAR SCORE™
96th
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 104 funds in the Canadian Equity category with an average
ALTAR Score™ of 5.9% and a standard deviation
of 1.4%. BIVC.TO's ALTAR Score™ is approximately 1.8 standard
deviations above the category average. This places BIVC.TO in the 96th percentile
among funds in the category.
Sell-Side Consensus
$23.84
PRICE TARGET
+6.7%
UPSIDE