ZFN.TO BMO SIA Focused North American Equity Fund (ETF Series)
This Exchange Traded Fund (ETF) offers investors a way to gain exposure to the North American stock market. It employs an active management approach, where securities are selected based on a relative strength analysis. The fund's investment strategy is highly flexible, not bound by traditional constraints, allowing it to construct a concentrated portfolio of its highest-conviction equity holdings.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| ZFN.TO | -6.2% | -12.0% | -11.8% | -10.3% | +10.5% | +5.7% |
| Equity average (793 funds) | +0.2% | -0.5% | +8.4% | +10.1% | +12.0% | +5.7% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: −$10K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| CRM Salesforce, Inc. | 5.66% | $999K | $1.2M |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | POW.TO Power Corporation of Canada | 6.47% |
| 2 | 0Y0Y.L Accenture plc | 6.38% |
| 3 | SU.TO Suncor Energy Inc. | 6.32% |
| 4 | CM.TO Canadian Imperial Bank Of Commerce | 6.28% |
| 5 | ABBV AbbVie Inc. | 6.21% |
| 6 | MFC.TO Manulife Financial Corporation | 6.21% |
| 7 | CNQ.TO Canadian Natural Resources Limited | 6.17% |
| 8 | CVE.TO Cenovus Energy Inc. | 6.12% |
| 9 | TMO Thermo Fisher Scientific Inc. | 6.10% |
| 10 | AAPL Apple Inc. | 6.10% |
| 11 | MRK Merck & Co., Inc. | 6.01% |
| 12 | TRI.TO Thomson Reuters Corporation | 5.88% |
| 13 | PLTR Palantir Technologies Inc. | 5.80% |
| 14 | CRM Salesforce, Inc. | 5.66% |
| 15 | ZFN.TO DHL AG | 5.07% |
| 16 | JOYY JOYY INC | 4.87% |
| 17 | NOW ServiceNow, Inc. | 3.52% |
Sector breakdown
Country breakdown
Distributions
| Date | Per unit |
|---|---|
| Dec 30, 2025 | C$0.3100 |
| Dec 30, 2024 | C$0.5000 |
| Dec 27, 2023 | C$0.4338 |
| Dec 28, 2022 | C$0.9761 |
| Dec 29, 2021 | C$0.3037 |
| Dec 29, 2020 | C$0.2223 |
| Dec 27, 2019 | C$0.1301 |
| Dec 27, 2018 | C$0.0100 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in ZFN.TO in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error