Key stats
About BMO EQUAL WEIGHT US BKS IDX ETF EQUAL WEIGHT US BANKS INDEX ETF CAD
Expense ratio
0.39%
Home page
Inception date
Feb 10, 2014
The fund is passively managed to provide exposure to the large-cap banking segment of the US financials sector. This includes commercial banks, savings institutions, and diversified investment. To be eligible for inclusion, companies must meet investability and liquidity requirements, including a minimum market capitalization of $10 billion. The index weights the resulting portfolio equally, instead of by market-cap, which lowers single-name blow-up risk and may cause a tilt to smaller firms. The index is reconstituted on a semi-annual basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks100.03%
Finance100.00%
Bonds, Cash & Other−0.03%
Cash−0.03%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history