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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.46% -0.10% 203.74M 324.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.27% 74.30% -10.32M

Basic Info

Investment Strategy
DRFU seeks to provide long-term capital appreciation through the use of a multifactor approach and to gradually reduce the portfolio's Financed Emissions while managing active risk. To achieve this, it invests primarily in equity and equity-related securities of large and mid-cap companies in the United States while ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
6.94%
29.85%
-11.90%
11.43%
33.80%
10.65%
-2.27%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.11%
26.01%
11.39%
21.90%
-15.03%
11.32%
13.11%
15.27%
-3.40%
21.15%
5.36%
19.93%
-7.76%
12.16%
11.63%
10.93%
-3.74%
23.39%
6.59%
19.71%
-8.44%
14.11%
13.12%
12.55%
-3.27%
--
--
39.48%
-5.10%
20.69%
24.02%
22.55%
-0.55%
As of March 15, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.39%
Stock 99.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
DRFU seeks to provide long-term capital appreciation through the use of a multifactor approach and to gradually reduce the portfolio's Financed Emissions while managing active risk. To achieve this, it invests primarily in equity and equity-related securities of large and mid-cap companies in the United States while ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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