LEAD.TO
Evolve Future Leadership Fund
Global
EQUITY
Active
MANAGEMENT STYLE
$ 18.5 M
ASSETS UNDER MGMT
75 bp
EXPENSES
Fund Basics
| Inception date | Sep 09, 2020 |
| 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
| STRATEGY INC | 4.0 % |
| ZSCALER, INC. | 4.0 % |
| ADVANCED MICRO DEVICES | 4.0 % |
| COINBASE GLOBAL, INC. CLASS A | 3.8 % |
| PALO ALTO NETWORKS INC | 3.5 % |
| ALPHABET INC. CLASS A | 3.5 % |
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.3 % |
| EVOLVE GLOBAL HEALTHCARE ENH YLD ETF HDG | 3.3 % |
| APPLE INC | 3.3 % |
| GOLDMAN SACHS GROUP INC | 3.3 % |
Constituent Breakdown
| Number of holdings | 105 |
| Herfindahl-Hirschman Index | 289 |
| Wgt avg mkt cap (mns) | $913,579 |
| Large cap (>$10bn) | 87.6% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 86.2% |
| Emerging mkts. | 3.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 78.4 % |
 |
TAIWAN | 3.0 % |
 |
SWITZERLAND | 2.8 % |
 |
DENMARK | 2.4 % |
 |
CANADA | 1.6 % |
 |
LUXEMBOURG | 1.0 % |
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 | -7.0% | -2.3% | 5.6% | 11.9% | -0.7% | -- | -- | 1.2% |
| Dividend Yield | 4.0% | 10.0% | 9.5% | 9.5% | 8.1% | -- | -- | 7.9% |
| Total Returns | -3.0% | 7.8% | 15.1% | 21.4% | 7.4% | -- | -- | 9.1% | Ann. Volatility | 21.1% | 17.8% | 22.4% | 20.2% | 21.7% | -- | -- | 21.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.82 | 29% |
| MSCI EAFE | 0.44 | 14% |
| MSCI Emg Mkts | 0.35 | 15% |
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) | $20.73 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.41/0.42 |
| Bollinger Bands (Upper/Lower) | $21.88/$20.07 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LEAD.TO |
Expenses vs. LEAD.TO |
ALTAR Score™ vs. LEAD.TO |
|---|---|---|---|---|
| SMAX.TO | Hamilton U.S. Equity YIELD MAXIMIZER TM ETF | 36.6% | -10 bp | -0.4% |
| FINO.TO | Franklin Innovation Fund | 33.5% | +5 bp | -1.2% |
| MNXT.TO | Mackenzie Bluewater Next Gen Growth ETF | 32.7% | +5 bp | -0.4% |
| ZACE.TO | BMO U.S. All Cap Equity Fund | 32.4% | 0 bp | +1.0% |
| HPYE.TO | Harvest Premium Yield Enhanced ETF | 32.1% | -10 bp | +0.7% |
| TEC.TO | TD Global Technology Leaders Index ETF | 32.0% | -40 bp | +0.1% |
| QQCE.TO | Invesco ESG NASDAQ 100 Index ETF | 31.9% | -55 bp | +0.1% |
| QMVP.TO | HAMILTON CHAMPIONS TM U.S. Technology Index ETF | 31.8% | -56 bp | +0.4% |
| JCOR.TO | JPMorgan US Core Active ETF | 31.8% | -31 bp | +0.9% |
| QQQQ.TO | Mackenzie NASDAQ 100 Index ETF | 31.2% | -50 bp | +0.2% |
Risk and Returns: LEAD.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 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
3.3%
ALTAR SCORE™
36th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. LEAD.TO's ALTAR Score™ is approximately -0.4 standard
deviations above the category average. This places LEAD.TO in the 36th percentile
among funds in the category.
Sell-Side Consensus
$24.7
PRICE TARGET
+15.3%
UPSIDE