Key stats
About BMO EQ WT US HC HDG TO CAD IND SERIES ETF UNITS
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Inception date
May 19, 2010
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
Tax on distributions
Ordinary income
Primary advisor
BMO Asset Management, Inc.
The fund is passively managed to provide exposure to the large-cap segment of the US health care sector. 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
Health Technology
Health Services
Stocks101.08%
Health Technology81.09%
Health Services17.66%
Commercial Services1.25%
Bonds, Cash & Other−1.08%
Cash−1.08%
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