Key stats
About CI WISDOMTREE US QLTY DIVID GRWTH I NON HEDGED UNIT
Expense ratio
0.39%
Home page
Inception date
Jul 12, 2016
ISIN
CA12559L1031
The fund focuses on US companies potential for dividend growth. With the goal of increasing coverage of firms likely to be larger players in the dividend market, the fund combines growth (forward-looking earnings estimates) with quality factors (three-year historical averages return-on-assets and return-on-equity) in its selection process. The top 300 names based on the combined ranking of these factors are selected for inclusion. Although the fund comprises of large- and mid-cap securities, the resulting portfolio tends to skew toward larger firms. Stocks projected to pay more dividends are weighted more heavily, with individual security weights capped at 5%, real estate sector capped at 10% and all other sector weights at 20%. The index is rebalanced and reconstituted on an annual basis. The fund is currency-hedged for CAD investors.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Consumer Non-Durables
Finance
Stock breakdown by region