Morningstar Strategic Canadian Equity Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 34
  • Total Net Assets: C$40 M

REASONS TO OWN

The Morningstar Strategic Canadian Equity Fund invests in 30 to 40 highly liquid Canadian companies across the market capitalization spectrum using a disciplined rules-based process based on a combination of diversified factors such as value, quality, reasonable risk and momentum.

Features

  • 100% pure Canadian equities
  • Uses Morningstar’s suite of proprietary equity ratings and tools such as Morningstar CPMSTM
  • All-cap in nature
  • Displays attractive value and growth characteristics vs. S&P/TSX Composite

Benefits

  • Highly repeatable investment process that is not skewed towards any one investment style being in/out of favor
  • Can access opportunities across the market cap spectrum
  • Can avoid expensive stocks and preserve capital in declining markets while also gaining exposure to faster growing businesses

Tools & Webcasts

Infographic PDF

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TMT

CE Credits Available

Morningstar Strategic
Canadian Equity
Fund Update

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PORTFOLIO ADVISOR

  • Morningstar Associates Inc.

    Morningstar Investment Team

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 480 -
F - 481 -