Wealthsimple North America Scy Rsp ETF (WSRI.TO)
40.26
+0.31
(+0.78%)
CAD |
TSX |
May 07, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.22% | -0.03% | 656.43M | 1758.80 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.34% | 41.66% | 19.43M | Upgrade |
Basic Info
Investment Strategy | |
The Fund seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, or any successor thereto. It invests primarily in Canadian and US equity securities with the goal of achieving diversified exposure to companies that do not violate commonly held social and environmental values. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | North American Equity |
Category Index | Morningstar DM Americas GR 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 | Mackenzie Financial Corporation |
Prospectus Benchmark Index | |
Solactive WTI NA Soc Res Factor TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Doug Kean | 3.88 yrs |
Lawrence(Larry) Llaguno | 3.88 yrs |
Performance Versus Category
As of May 07, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 07, 2024.
Basic Info
Investment Strategy | |
The Fund seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, or any successor thereto. It invests primarily in Canadian and US equity securities with the goal of achieving diversified exposure to companies that do not violate commonly held social and environmental values. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | North American Equity |
Category Index | Morningstar DM Americas GR 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 | Mackenzie Financial Corporation |
Prospectus Benchmark Index | |
Solactive WTI NA Soc Res Factor TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Doug Kean | 3.88 yrs |
Lawrence(Larry) Llaguno | 3.88 yrs |