CLU.C:CA:TSX-iShares US Fundamental Index ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 34.35

Change

0.00 (0.00)%

Market Cap

CAD 0.12B

Volume

4.91K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

"The investment seeks to replicate, net of expenses, the FTSE RAFI US 1000 Index. The index is comprised of the largest 1,000 US-listed companies by fundamental value."

Inception Date: 07/04/2009

Primary Benchmark: FTSE RAFI US 1000 NR CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.74 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 Index ETF 0.09 %

-0.09 (-0.22%)

CAD 5.33B
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

-0.02 (-0.06%)

CAD 4.64B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-0.18 (-0.27%)

CAD 2.17B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

-0.17 (-0.32%)

CAD 1.73B
ZDY:CA BMO US Dividend ETF 0.34 %

-0.18 (-0.55%)

CAD 1.51B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.08 %

-0.15 (-0.52%)

CAD 1.42B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.19 (-0.40%)

CAD 1.40B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.10 %

-0.03 (-0.07%)

CAD 1.21B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

-0.21 (-0.59%)

CAD 0.86B
VSP:CA Vanguard S&P 500 Index ETF (CA.. 0.08 %

-0.09 (-0.18%)

CAD 0.82B

ETFs Containing CLU.C:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 49.87% N/A N/A N/A N/A
Dividend Return 5.02% N/A N/A N/A N/A
Total Return 54.88% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.27% N/A N/A N/A N/A
Dividend Return 10.23% N/A N/A N/A N/A
Total Return 0.96% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.05% N/A N/A N/A N/A
Risk Adjusted Return 113.10% N/A N/A N/A N/A
Market Capitalization 0.12B N/A N/A N/A N/A

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

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.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike