Key stats
About HAMILTON US MID CAP FINANCIALS ETF UNIT CLASS E
Expense ratio
1.03%
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Inception date
Jun 26, 2020
The fund is an actively managed fund that primarily invests in small- and mid-cap US financial services companies. The portfolio manager selects companies he believes will represent an attractive investment opportunity, relative to other such companies. Inhouse expertise and a specialized analysis are used, reviewing a companys individual attributes such as valuation and growth prospects, as well as its macro environment, including, but not limited to, GDP growth, inflation and interest rate trends, fiscal and monetary policies, and regulatory and sector trends. HUM typically holds 40 to 70 issuers, and may hedge up to 100% of the ETFs non-Canadian dollar currency exposure.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.