This fund?s objective is to increase the value of your investment over the long term by investing primarily in issuers that promote a gender diverse leadership environment.
|MSFT||Microsoft Corporation||4.76 %|
|AMZN||Amazon.com, Inc||4.59 %|
|RY:CA||Royal Bank of Canada||4.51 %|
|CNR:CA||Canadian National Railway Company||4.11 %|
|V||Visa Inc||3.66 %|
|ROP||Roper Technologies, Inc||3.44 %|
|BMO:CA||Bank of Montreal||3.42 %|
|WCN:CA||Waste Connections, Inc||3.20 %|
|ADBE||Adobe Inc||3.07 %|
|ZFN:CA||BMO SIA Focused North American..||0.83 %||
|PDF:CA||Purpose Core Dividend Fund Ser..||0.67 %||
|PBI:CA||Purpose Best Ideas Fund Series..||0.75 %||
|PDIV:CA||Purpose Enhanced Dividend Fund..||0.85 %||
|HERS:CA||Evolve North American Gender D..||0.40 %||
|Market Performance vs.
Industry/Classification (North American 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)||9.47%||80%||B-||78%||C+|
|Risk Adjusted Return||80.91%||80%||B-||85%||B|
|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.
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.
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.