Key stats
About BMO DJ INDUSTRIAL AVG HED CAD IDX E DOW JONES IND AVERAGE INDEX ETF HGD CAD
Expense ratio
0.26%
Home page
Inception date
May 29, 2009
The fund is passively managed to hold 30 US blue-chip companies that are hand-picked by a committee. The index covers all industries except transportation and utilities. However, the fund is not ideal for investors who want broad-based exposure to US large-capsits tiny portfolio, arbitrary selection, and antiquated weighting may produce significant sector biases relative to the market, and cover only a fraction of the large-cap space, typically represented by hundreds of names. Stocks are also price-weighted, not cap-weighted, which can produce major sector realignments when multiple holdings change. ZDJ also comes with a currency hedge for CAD-based investors.
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
Technology Services
Retail Trade
Electronic Technology
Stocks102.84%
Finance19.84%
Technology Services14.56%
Retail Trade10.39%
Electronic Technology10.39%
Health Technology9.06%
Health Services8.78%
Producer Manufacturing7.90%
Consumer Services6.03%
Consumer Non-Durables4.81%
Commercial Services4.52%
Energy Minerals2.31%
Process Industries0.77%
Communications0.64%
Bonds, Cash & Other−2.84%
Cash−2.84%
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