BMO Low Volatility Emerging Markets Equity ETF seeks to provide Unitholders with exposure to the performance of a portfolio of emerging market stocks with the potential for long-term capital appreciation. Securities will be selected from the large capitalization emerging market equity universe. The securities that have lower sensitivity to market movement (beta) will be selected for the portfolio and it will be weighted so that a higher allocation is given to securities with lower beta.
Inception Date: 10/05/2016
Primary Benchmark: MSCI EM GR CAD
Primary Index: MSCI EM GR CAD
Gross Expense Ratio: NA%
Management Expense Ratio: 0.48 %
|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 %||
|XMM:CA||iShares Edge MSCI Min Vol Emer..||0.42 %||
|QEM:CA||AGFiQ Enhanced Core Emerging M..||0.45 %||
|MEE:CA||Mackenzie Maximum Diversificat..||0.68 %||
|CBQ:CA||iShares BRIC Index ETF Common ..||0.67 %||
|RXD:CA||RBC Quant Emerging Markets Div..||0.77 %||
|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)||5.36%||84%||B||78%||C+|
|Risk Adjusted Return||15.18%||42%||F||35%||F|
|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.
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 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 company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.