Desjardins RI USA MF Net-Zero Emissions (DRFU.TO)
31.04
+0.31
(+1.01%)
CAD |
TSX |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.54% | -0.21% | 253.50M | 281.67 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.60% | 66.13% | 122.02M | Upgrade |
Basic Info
| Investment Strategy | |
| DRFU seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a United States index that employs a multifactor approach. Currently, DRFU seeks to replicate the performance of the Scientific Beta Desjardins United States RI Low Carbon Multifactor Index, net of fees and expenses. Under normal market conditions, DRFU will primarily invest in large and mid-cap companies from the Scientific Beta United States Universe while seeking to deliver a significant reduction in the weighted average carbon intensity of DRFU’s portfolio relative to the cap-weighted Index of the Scientific Beta United States Universe and ensuring that all Constituent Issuers meet PreDetermined ESG Standards. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | US Equity |
| Category Index | Morningstar US Market TR CAD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | DGAM |
| Prospectus Benchmark Index | |
| SB Desjardins US RI Low Carbon MF NR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Christian FELX | 5.51 yrs |
| Francis Scott | 5.51 yrs |
| Frédéric VIENS | 5.51 yrs |
| Jean-Michel Baillargeon | 5.51 yrs |
| Mathieu BOUTHOT | 5.51 yrs |
| Yacine Jaa | 5.51 yrs |
| Gabriel Laprise | 2.58 yrs |
| Nelson Cabral | 2.58 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| DRFU seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a United States index that employs a multifactor approach. Currently, DRFU seeks to replicate the performance of the Scientific Beta Desjardins United States RI Low Carbon Multifactor Index, net of fees and expenses. Under normal market conditions, DRFU will primarily invest in large and mid-cap companies from the Scientific Beta United States Universe while seeking to deliver a significant reduction in the weighted average carbon intensity of DRFU’s portfolio relative to the cap-weighted Index of the Scientific Beta United States Universe and ensuring that all Constituent Issuers meet PreDetermined ESG Standards. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | US Equity |
| Category Index | Morningstar US Market TR CAD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | DGAM |
| Prospectus Benchmark Index | |
| SB Desjardins US RI Low Carbon MF NR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Christian FELX | 5.51 yrs |
| Francis Scott | 5.51 yrs |
| Frédéric VIENS | 5.51 yrs |
| Jean-Michel Baillargeon | 5.51 yrs |
| Mathieu BOUTHOT | 5.51 yrs |
| Yacine Jaa | 5.51 yrs |
| Gabriel Laprise | 2.58 yrs |
| Nelson Cabral | 2.58 yrs |