Key stats
About GUARDIAN I3 US QUALITY GROWTH ETF UNHEDGED ETF UNITS
Expense ratio
0.72%
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Inception date
Aug 11, 2020
The fund is an actively managed fund that primarily targets US companies that potentially have business operations located throughout the world. The fund manager uses a system-driven bottom-up research approach to assess relative value and capital growth potential. Specifically, the manager analyzes fundamental factors, financial and alternative data, and rate of change among fundamental factors to assess financial strength. The fund has a large- and midcap bias, and will typically hold 30 to 60 securities in its portfolio. Although actively managed, the funds investments in each GICS sector will be within +/- 30% range of the corresponding sector weight of the S&P 500 index. The fund caps individual issuers to 10% of the funds assets.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region