Invests primarily in common stocks of companies domiciled in the United States and Canada. Now — the numbers.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
For a lender or insurer, strength is measured by capital buffers and reserves — not cash minus debt.
The price looks reasonable next to what the company earns.
Clearly above the class average — a step short of the very top.
Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
It paid $4.02 per share over the last 12 months, with payments going back years without a break — regular cash for whoever holds the stock.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 48/100.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.