Purpose Monthly Income Etf Profile
| PIN Etf | CAD 19.24 -0.24 -1.23% |
Performance Contained
| Odds Of Distress Low
|
Purpose Monthly currently maintains a market price of $19.24, with performance measured at a 1.23% decrease on the day. Purpose Monthly currently reflects 9% projected probability of financial distress, aligning with a relatively small probability. Purpose Monthly has produced modest risk-adjusted performance over the past 90 trading days, reflecting contained risk-adjusted results. The performance scores are computed for the period from December 23, 2025 through March 23, 2026. Learn more.
One Year Return 12.5 | Total Asset | Category Global Neutral Balanced | Ten Year Return 5.7 | Three Year Return 10.2 |
Moving together with Purpose Etf
| 0.66 | VBAL | Vanguard Balanced | PairCorr |
| 0.64 | XBAL | iShares Core Balanced | PairCorr |
| 0.67 | ZMI | BMO Monthly Income | PairCorr |
| 0.64 | ZBAL | BMO Balanced ETF | PairCorr |
Moving against Purpose Etf
Etf Highlights
Purpose Monthly Income [PIN] is traded in Canada. The fund is listed under the Global Neutral Balanced category and is part of the Purpose Investments Inc. family. Purpose Monthly Income at this time has 12.22 M in assets. The total return for the last 3 years is 10.2%. Purpose Monthly financial stability analysisFor Purpose Monthly Income, the highlight set condenses the main operating, valuation, and market signals into a faster research view. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality.
Notable Updates
| Business Concentration | Global Neutral Balanced, Purpose Investments Inc. (View all Sectors) |
| Updated At | 22nd of March 2026 |
Common Risk Profiles
The Capital Asset Pricing Model (CAPM) is the industry-standard tool for estimating the acceptable return on Purpose Monthly. The model's core insight - that risk and reward are proportional - is communicated through alpha and beta. CAPM is the standard analytical framework for assessing whether Purpose Monthly offers return commensurate with risk.
| Mean Deviation | 0.3299 | |||
| Semi Deviation | 0.4032 | |||
| Standard Deviation | 0.4461 | |||
| Variance | 0.199 |
Technical Analysis
Transformation |
This analysis covers sixty-one data points across the selected time horizon. Purpose Monthly Income Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Purpose Monthly price patterns.
Purpose Monthly Income Against Markets
Etf Analysis Notes
The fund has Annual Holdings Turnover of about 611.65% . Purpose Monthly Income maintains roughly 30.0% of assets in bonds. This fund's last dividend was C$0.083 per share. Purpose Monthly Income's financial profile includes C$12.2 million in Total Assets.Investor Insights and Alerts
| Latest headline from news.google.com: Trading With Integrated Risk Controls - Stock Traders Daily | |
| The fund has annual holdings turnover of about 611.65% suggesting active trading | |
| Purpose Monthly Income maintains roughly 30.0% of its assets in bonds |
Top Purpose Monthly Income Etf Constituents
| TRP | TC Energy Corp | Stock | |
| ZCM | BMO Mid Corporate | Etf | |
| BND | Purpose Global Bond | Etf | |
| PID | Purpose International Dividend | Etf | |
| PSA | Purpose High Interest | Etf | |
| ZFM | BMO Mid Federal | Etf | |
| ZHY | BMO High Yield | Etf | |
| NTR | Nutrien | Stock | |
| SU | Suncor Energy | Stock | |
| ENB | Enbridge | Stock |
Outstanding Bonds
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
For active positions in Purpose Monthly Income, intraday data shows when a move is gaining strength and when it is fading. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 19.24 | |||
| Day Typical Price | 19.24 | |||
| Price Action Indicator | -0.12 | |||
| Period Momentum Indicator | -0.24 | |||
| Relative Strength Index | 41.56 |
Forecast Models
Forecast models for Purpose Monthly Income use past prices and returns to estimate how the etf may behave under similar conditions. These models describe patterns, not guarantees. The real test is whether market conditions have changed enough to break the old pattern.Etf Overview, Methodology & Data Sources
The ETF overview for Purpose Monthly focuses on exposure design, holdings transparency, and trading mechanics. The current allocation is approximately 33.0% equities and 30.0% bonds. Annual holdings turnover is 611.65%, indicating an active trading approach. It is classified under Global Neutral Balanced within the Purpose Investments Inc. family.
Methodology
Unless otherwise specified, data for Purpose Monthly Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Purpose Monthly Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Indicative intraday values (IIV), where published, may provide additional context for premium or discount behavior relative to reported NAV. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Purpose Monthly Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
This content is curated and reviewed by:
Raphi Shpitalnik - Junior Member of Macroaxis Editorial BoardBe your own money manager
A disciplined portfolio workflow around Purpose Monthly Income should test whether the position strengthens diversification, return efficiency, and overall portfolio fit. The better process compares expected return, volatility, and correlation before the position is increased or introduced.
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Other Information on Investing in Purpose Etf
Key financial relationships within Purpose Monthly are expressed through its ratios. All data is sourced from the latest available reporting cycle and presented for reference.