Key stats
About BMO MSCI EAFE HIGH QUALITY INDEX UNITS CAD
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Inception date
Oct 23, 2024
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
BMO Asset Management, Inc.
The fund is passively managed to look for quality growth stocks in the large- and mid-cap segment of the developed markets, excluding Canada and the US. Eligible securities are scored for quality, which is determined based on three fundamental factors: high return on equity (ROE), stable year-over-year earnings growth, and low financial leverage. Portfolio holdings are weighted by quality score, scaled by market capitalization. Single issuer weights are capped at 5%. The index is rebalanced semi-annually in November and May.
Classification
What's in the fund
Exposure type
Health Technology
Consumer Non-Durables
Producer Manufacturing
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.