WSRI.TO - Wealthsimple North America Socially Responsible Index ETF ETF Analysis | Stock Taper
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WSRI.TO

Wealthsimple North America Socially Responsible Index ETF
Wealthsimple North America Socially Responsible Index ETF Mackenzie
$50.02 -0.32% (-0.16)

Managing Company Mackenzie
Asset Under Management $671.67M
Inception Date Jun 17, 2020
Expense Ratio 0.24%
52w High $50.26
52w Low $39.50
Volume 319
Avg Volume 3,312
Asset Class Equity

About Wealthsimple North America Socially Responsible Index ETF

The fund is an index tracking fund, where individual components are selected from the Solactive GBS North America Large & mid-cap Index . The investment objective is to screen out companies with poor ESG values from a universe of mid- to large-cap stocks within the North American equities space. The surviving universe is then scored using a multi-factor criteria (average of the individual...

SECTOR HOLDINGS

Consumer Defensive Consumer Defensive
18.65%
Healthcare Healthcare
15.84%
Consumer Cyclical Consumer Cyclical
14.86%
Financial Services Financial Services
13.38%
Basic Materials Basic Materials
9.77%
Technology Technology
9.52%
Industrials Industrials
7.13%
Utilities Utilities
5.41%
Communication Services Communication Services
3.31%
Energy Energy
1.11%
Real Estate Real Estate
1.02%
Cash & Others Cash & Others
0.00%

ASSET ALLOCATION BY REGION

United States flag United States
72.59%
Canada flag Canada
24.30%
Ireland flag Ireland
1.88%
Bermuda flag Bermuda
0.37%
Switzerland flag Switzerland
0.26%
Other
0.22%
United Kingdom flag United Kingdom
0.21%
Luxembourg flag Luxembourg
0.17%

Holdings (Top 20)

No holdings data available.