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

 

 

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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
iShares ESG MSCI Canada ETF19.92 CAD0.05
Mawer US Equity A67.38 CAD0.26
RBC Canadian Equity Income F28.37 CAD0.08

About Author

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

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