The new Factor Profile in action

Morningstar's Ian Tam explains and compares factor profile results for three Canadian equity funds - including one ETF and two different categories

Ian Tam, CFA 31 January, 2020 | 1:17AM
Facebook Twitter LinkedIn



Ian Tam: This month, Morningstar launched our new Factor Profile analysis in Canada. The Factor Profile for most investors can be thought of as an expansion to Morningstar Style Box, which is a quick and intuitive way to understand the characteristics of an equity fund's holdings. The original Style Box looked at just two dimensions – style referring to the tilt to growth or value and size referring to a fund having a small cap or a large cap exposure. Here's what the classic Morningstar Style Box looks like.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

Your fund insights and analysis

Learn the latest here

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
iShares ESG MSCI Canada ETF25.08 CAD-0.20
Mawer US Equity A73.56 CAD-1.16Rating
RBC Canadian Equity Income F36.40 CAD-0.24Rating

About Author

Ian Tam, CFA  is Director of Investment Research at Morningstar Canada. 


© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies