AGF Systematic US Equity ETF (QUS.TO)
50.36
0.00 (0.00%)
CAD |
TSX |
May 03, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.45% | -1.37% | 154.45M | 588.93 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.93% | 181.1% | 4.796M | Upgrade |
Basic Info
| Investment Strategy | |
| The fund seeks to provide long-term capital appreciation with reduced volatility, over a full market cycle, by investing primarily in equity securities of issuers in the United States. In seeking to achieve its investment objective, the fund uses a quantitative model to evaluate securities of U.S. large- and mid-capitalization issuers utilizing a minimum variance approach, in order to construct a portfolio that minimizes portfolio volatility. The quantitative model also evaluates U.S. securities based on factors that identify growth, value, quality and risk characteristics. |
| 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 | AGF Investments Inc. |
| Prospectus Benchmark Index | |
| S&P 500 NR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Grant Wang | 7.25 yrs |
| Robert Yan | 7.25 yrs |
| Lei Wan | 1.33 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
| Investment Strategy | |
| The fund seeks to provide long-term capital appreciation with reduced volatility, over a full market cycle, by investing primarily in equity securities of issuers in the United States. In seeking to achieve its investment objective, the fund uses a quantitative model to evaluate securities of U.S. large- and mid-capitalization issuers utilizing a minimum variance approach, in order to construct a portfolio that minimizes portfolio volatility. The quantitative model also evaluates U.S. securities based on factors that identify growth, value, quality and risk characteristics. |
| 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 | AGF Investments Inc. |
| Prospectus Benchmark Index | |
| S&P 500 NR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Grant Wang | 7.25 yrs |
| Robert Yan | 7.25 yrs |
| Lei Wan | 1.33 yrs |