MXU:CA:TSX-Mackenzie Maximum Diversification All World Developed ex North America Index ETF (CAD)

ETF | International Equity | Toronto Stock Exchange

Last Closing

CAD 23.75

Change

0.00 (0.00)%

Market Cap

CAD 5.77M

Volume

1.60K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the TOBAM Maximum Diversification All World Developed ex North America Index, or any successor thereto. It invests primarily in equity securities of developed world markets, excluding North America.

Inception Date: 07/09/2016

Primary Benchmark: TOBAM Max Div AW Dvlp X NA TR CAD

Primary Index: MSCI EAFE GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.62 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
IITSF Intesa Sanpaolo S.p.A 1.59 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-15 )

Largest Industry Peers for International Equity

Symbol Name Mer Price(Change) Market Cap
XEF:CA iShares Core MSCI EAFE IMI 0.22 %

+0.36 (+0.94%)

CAD 9.06B
ZEA:CA BMO MSCI EAFE 0.21 %

+0.22 (+0.95%)

CAD 8.68B
XFH:CA iShares Core MSCI EAFE IMI Ind.. 0.22 %

+0.27 (+0.84%)

CAD 1.50B
XIN:CA iShares MSCI EAFE (CAD Hedged) 0.48 %

+0.23 (+0.63%)

CAD 1.39B
QDX:CA Mackenzie International Equity.. 0.23 %

+1.44 (+1.21%)

CAD 1.00B
ZDM:CA BMO MSCI EAFE (CAD Hedged) 0.22 %

+0.19 (+0.62%)

CAD 0.89B
VEF:CA Vanguard FTSE Developed All Ca.. 0.22 %

+0.38 (+0.67%)

CAD 0.65B
FCIQ:CA Fidelity International High Qu.. 0.00 %

+0.42 (+1.08%)

CAD 0.61B
HXDM:CA Global X Intl Developed Market.. 0.23 %

+0.48 (+1.01%)

CAD 0.58B
ZDI:CA BMO International Dividend Uni.. 0.43 %

+0.25 (+1.03%)

CAD 0.46B

ETFs Containing MXU:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (International Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.20% 94% A 63% D
Dividend Return 0.98% 11% F 31% F
Total Return 14.18% 83% B 60% D-
Trailing 12 Months  
Capital Gain 11.71% 44% F 49% F
Dividend Return 0.97% 7% C- 21% F
Total Return 12.68% 25% F 46% F
Trailing 5 Years  
Capital Gain 9.70% 9% A- 45% F
Dividend Return 5.16% 4% F 17% F
Total Return 14.86% 14% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 0.81% 8% B- 40% F
Dividend Return 1.82% 6% D- 38% F
Total Return 1.00% 14% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 11.12% 83% B 67% D+
Risk Adjusted Return 16.33% 3% F 39% F
Market Capitalization 5.77M 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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