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 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 ETF16.81 CAD1.09
Mawer US Equity A56.18 CAD-1.35
RBC Canadian Equity Income F25.46 CAD0.70

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Ian Tam  Contributor