MUMC.TO
Manulife Multifactor U.S. Mid Cap Index ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 96.1 M
ASSETS UNDER MGMT
50 bp
EXPENSES
Fund Basics
| Inception date | Apr 17, 2017 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| COTERRA ENERGY INC. | 4.8 % |
| FLEXTRONICS INTL LTD | 0.7 % |
| COMFORT SYSTEMS USA INC | 0.6 % |
| CIENA CORP | 0.6 % |
| KEYSIGHT TECHNOLOGIES INC | 0.6 % |
| MONOLITHIC POWER SYSTEMS INC | 0.6 % |
| COHERENT CORP | 0.6 % |
| TARGA RESOURCES CORP | 0.5 % |
| EBAY INC | 0.5 % |
| LUMENTUM HOLDINGS INC | 0.5 % |
Constituent Breakdown
| Number of holdings | 667 |
| Herfindahl-Hirschman Index | 43 |
| Wgt avg mkt cap (mns) | $18,053 |
| Large cap (>$10bn) | 73.7% |
| Mid cap ($2-10bn) | 20.8% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 96.7% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 92.1 % |
 |
BRITAIN | 1.2 % |
 |
IRELAND | 0.9 % |
 |
BERMUDA | 0.9 % |
 |
SINGAPORE | 0.7 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.9% | 21.2% | 12.8% | 14.9% | 5.8% | -- | -- | 8.6% |
| Dividend Yield | 0.0% | 1.2% | 1.0% | 1.1% | 0.9% | -- | -- | 1.0% |
| Total Returns | 9.9% | 22.5% | 13.7% | 16.0% | 6.7% | -- | -- | 9.6% | Ann. Volatility | 15.6% | 15.7% | 17.6% | 16.4% | 18.1% | -- | -- | 19.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.41 | 10% |
| MSCI EAFE | 0.24 | 5% |
| MSCI Emg Mkts | 0.14 | 3% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $51.55 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 0.41/0.38 |
| Bollinger Bands (Upper/Lower) | $52.94/$50.75 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. MUMC.TO |
Expenses vs. MUMC.TO |
ALTAR Score™ vs. MUMC.TO |
|---|---|---|---|---|
| ZEQL.TO | BMO MSCI USA Equal Weight Index ETF | 43.7% | -45 bp | -0.3% |
| DMID.TO | Desjardins American Mid Cap Equity Index ETF | 42.6% | -40 bp | +0.3% |
| ZMID.TO | BMO S&P US Mid Cap Index ETF | 32.8% | -35 bp | +0.7% |
| UMI.TO | CI U.S. MidCap Dividend Index ETF | 27.8% | -15 bp | +2.9% |
| MULC.TO | Manulife Multifactor U.S. Large Cap Index ETF | 27.1% | -13 bp | -1.0% |
| CALV.TO | Avantis CIBC U.S. Large Cap Value ETF | 25.1% | -25 bp | +0.6% |
| CAUS.TO | Avantis CIBC U.S. All-Cap Equity ETF | 24.0% | -31 bp | -0.7% |
| MCYC.TO | Mackenzie Cyclical Tilt ETF | 22.5% | +5 bp | -1.0% |
| RQUS.TO | Russell Investments Multi-Factor US Equity Pool | 21.8% | -20 bp | -0.8% |
| CVLU.TO | CI U.S. Enhanced Value Index Fund | 21.5% | -20 bp | +0.5% |
Risk and Returns: MUMC.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
5.9%
ALTAR SCORE™
62nd
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. MUMC.TO's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places MUMC.TO in the 62nd percentile
among funds in the category.
Sell-Side Consensus
$58.83
PRICE TARGET
+11.6%
UPSIDE