Key stats
About MANULIFE MULTIFACTOR US LARGE CAP UNHEDGED UNITS
Home page
Inception date
Apr 17, 2017
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Distributes
Capital Gains
Tax on distributions
Ordinary income
Primary advisor
Manulife Investment Management Ltd.
The fund attempts to offer a re-weighted take on the US large-cap segment. It applies its value and profit factors within each sector a thoughtful approach that accounts for sector-specific differences and should help to avoid massive sector bets. The end result tilts the portfolios to smaller companies with lower relative price and higher profitability. Stocks with lower momentum (based on 11-month returns) are de-emphasized relative to their peers. The fund is rebalanced and reconstituted semi-annually with issuers capped at 4% each.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.