The fund seeks to provide unitholders with exposure to the performance of a diversified portfolio of high-quality U.S. dividend-paying equity securities that will provide regular income and that have the potential for long-term capital growth.
|ZSP:CA||BMO S&P 500 Index ETF (CAD..||0.08 %||
|XSP:CA||iShares Core S&P 500 Index..||0.11 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.15 %||
|XUS:CA||iShares Core S&P 500 Index..||0.11 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD ..||0.08 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|VSP:CA||Vanguard S&P 500 Index ETF..||0.08 %||
|XUU:CA||iShares Core S&P U.S. Total Ma..||0.07 %||
|ZLU:CA||BMO Low Volatility US Equity E..||0.30 %||
|Market Performance vs.
Industry/Classification (US Equity)
|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)||5.85%||80%||B-||81%||B-|
|Risk Adjusted Return||197.30%||96%||A||99%||A+|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
There is nothing we particularly dislike