ducovest

PZC:CA:TSX-PowerShares FTSE RAFI Canadian Small-Mid Fundamental Index ETF

ETF | Canadian Small/Mid Cap Equity | Toronto Stock Exchange

Last Closing

CAD 19.68

Change

+0.24 (+1.23)%

Market Cap

CAD 5.89M

Volume

250.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

PZC seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the FTSE RAFI? Canada Mid-Small Index, or any successor thereto. This PowerShares ETF invests, directly or indirectly, primarily in Canadian equity securities of small and medium-sized companies.

Company Website : www.invesco.ca

Currency: CAD

Country : Canada

Inception Date: 31/03/2015

Primary Benchmark: FTSE RAFI® Canada Mid-Small CAD

Primary Index: S&P/TSX Completion TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.67 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
NIFTY:NSE 2.40 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-21 )

Largest Industry Peers for Canadian Small/Mid Cap Equity

Symbol Name Mer Price(Change) Market Cap
MCSM:CA Manulife Multifactor Canadian .. 0.68 %

-0.23 (-0.59%)

 CAD 0.25B
XMD:CA iShares S&P/TSX Completion 0.61 %

-0.25 (-0.74%)

 CAD 0.24B
XCS:CA iShares S&P/TSX Small Cap 0.61 %

+0.11 (+0.57%)

 CAD 0.14B

ETFs Containing PZC:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Small/Mid Cap Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.43% 80% B- 81% B-
Dividend Return N/A N/A N/A N/A F
Total Return 15.43% 80% B- 80% B-
Trailing 12 Months  
Capital Gain -1.80% 60% D- 54% F
Dividend Return 1.82% 40% F 19% F
Total Return 0.03% 60% D- 51% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 3.14% 80% B- 65% D
Dividend Return 3.98% 80% B- 54% F
Total Return 0.84% 40% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 9.80% 80% B- 61% D-
Risk Adjusted Return 40.64% 80% B- 57% F
Market Capitalization 5.89M 20% F 7% C-

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:
Superior risk adjusted returns

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.

Low volatility

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.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

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.