The fund seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high-quality emerging market equity securities that have the potential for long-term capital growth.
Inception Date: 25/01/2016
Primary Benchmark: N/A
Primary Index: MSCI EM GR CAD
Gross Expense Ratio: NA%
Management Expense Ratio: 0.81 %
|VEE:CA||Vanguard FTSE Emerging Markets..||0.24 %||
|ZEM:CA||BMO MSCI Emerging Markets Inde..||0.26 %||
|XEC:CA||iShares Core MSCI Emerging Mar..||0.26 %||
|XEM:CA||iShares MSCI Emerging Markets ..||0.78 %||
|DFE:CA||Desjardins Emerging Markets Mu..||0.76 %||
|ZLE:CA||BMO Low Volatility Emerging Ma..||0.48 %||
|MEE:CA||Mackenzie Maximum Diversificat..||0.68 %||
|XMM:CA||iShares Edge MSCI Min Vol Emer..||0.42 %||
|QEM:CA||AGFiQ Enhanced Core Emerging M..||0.45 %||
|CBQ:CA||iShares BRIC Index ETF Common ..||0.67 %||
|Market Performance vs.
Industry/Classification (Emerging Markets Equity)
|Market Performance vs. Exchange (Toronto Stock 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)||11.39%||47%||F||55%||F|
|Risk Adjusted Return||59.73%||100%||A+||72%||C-|
|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 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.
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.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.