The fund seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the MSCI USA Diversified Multiple-Factor (CAD) Index (the Index), net of expenses. Under normal market conditions, the fund will primarily invest in securities of one or more exchange-traded funds managed by BlackRock or an affiliate (iShares ETFs) and/or U.S. equity securities.
|ZSP:CA||BMO S&P 500 Index ETF (CAD..||0.08 %||
|XSP:CA||iShares Core S&P 500 Index..||0.09 %||
|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 ETF||0.09 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD ..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|VSP:CA||Vanguard S&P 500 Index ETF (CA..||0.08 %||
|XUU:CA||iShares Core S&P U.S. Total Ma..||0.07 %||
|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)||9.06%||25%||F||69%||D+|
|Risk Adjusted Return||101.21%||44%||F||88%||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.
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 stock is trading low compared to its peers on a price to cash flow 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 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.