The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility Index USD. The fund will invest primarily in shares of one or more US iShares Funds such that the resulting portfolio will have characteristics that closely match the characteristics of the underlying index. The index measures the performance of equity securities in both emerging and developed markets that have lower volatility relative to the equity securities included in the MSCI USA Index.
|NGT:CA||Newmont Corporation||1.64 %|
|WM||Waste Management, Inc||1.54 %|
|MCD||McDonald's Corporation||1.51 %|
|KO||The Coca-Cola Company||1.50 %|
|V||Visa Inc||1.49 %|
|PEP||PepsiCo, Inc||1.48 %|
|RSG||Republic Services, Inc||1.45 %|
|VZ||Verizon Communications Inc||1.44 %|
|PFE||Pfizer Inc||1.36 %|
|NEE||NextEra Energy, Inc||1.32 %|
|ZSP:CA||BMO S&P 500 Index ETF (CAD)||0.08 %||
|XSP:CA||iShares Core S&P 500 Index ETF..||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 Inde..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|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)||5.86%||93%||A||85%||B|
|Risk Adjusted Return||220.41%||100%||A+||100%||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 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 company had positive total cash flow in the most recent four quarters.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.