Mackenzie Portfolio Completion ETF seeks to provide diversification, long-term capital appreciation and the potential for income by investing primarily in a diversified portfolio of alternative asset classes, including nontraditionalequity and fixed-income securities of issuers located anywhere in the world, currencies and commodities.
|VBAL:CA||Vanguard Balanced ETF Portfoli..||0.25 %||
|VCNS:CA||Vanguard Conservative ETF Port..||0.25 %||
|XBAL:CA||iShares Core Balanced ETF Port..||0.76 %||
|PINC:CA||Purpose Multi-Asset Income Fun..||0.99 %||
|ZMI:CA||BMO Monthly Income ETF||0.55 %||
|ZBAL:CA||BMO Balanced ETF||0.18 %||
|HRA:CA||Horizons Global Risk Parity ET..||0.98 %||
|PIN:CA||Purpose Monthly Income Fund Se..||0.72 %||
|PRP:CA||Purpose Conservative Income Fu..||0.71 %||
|Market Performance vs.
Industry/Classification (Global Neutral Balanced)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||4.04%||67%||D+||91%||A-|
|Risk Adjusted Return||9.51%||11%||F||23%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company had positive total cash flow in the most recent four quarters.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.