Key stats
About MANULIFE MULTIFACTOR U S MID CAP I HEDGED UNITS
Home page
Inception date
Apr 17, 2017
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Distributes
Capital Gains
Tax on distributions
Return of Capital
Primary advisor
Manulife Investment Management Ltd.
The fund's index applies multifactor methodology to the US midcap space, defined here as firms ranked 200-950 by market capitalization. MUMC applies its value and profit factors (P/B and operating profit/book, respectively) on a sector by sector basis a thoughtful approach that should emphasize lower priced, higher profit names in each sector while reducing bets to any one sector. Smaller firms get an extra bump in weight while low momentum stocks (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
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.