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›ETF Issuers›Purpose Investments›RTA
RTA

Purpose Tactical Asset Allocation Fund

Active ETFEquityFixed Income
Not rated

The RTA Exchange Traded Fund (ETF) is provided by Purpose Investments. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.

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Diversification
Data as of 06/30/26
No. of holdings
4,604
Effective diversification
176.9
Total weight of top 15 holdings
22.03%
Top 15 Holdings
Data as of 06/30/26
Royal Bank of Canada
3.78%
The Toronto-Dominion Bank
2.66%
Shopify, Inc.
1.80%
Bank of Montreal
1.63%
Enbridge, Inc.
1.57%
The Bank of Nova Scotia
1.40%
Canadian Imperial Bank of Commerce
1.39%
Brookfield Corp.
1.20%
Canadian Natural Resources Ltd.
1.07%
Agnico Eagle Mines Ltd.
1.02%
Canadian Pacific Kansas City Ltd.
1.01%
TC Energy Corp.
0.92%
Manulife Financial Corp.
0.89%
Canadian National Railway Co.
0.85%
Suncor Energy, Inc.
0.84%
Sector exposures
Data as of 06/30/26
Finance
Sovereign
Energy
Non-Energy Materials
Technology
Banks
Industrials
Municipal
Unavailable
Other
04%8%12%16%20%
Country exposures
Data as of 06/30/26
Canada
USA
Unavailable
Other
020%40%60%
Maturity exposures
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Credit rating exposures
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