Key stats
About BMO WOMEN IN LEADERSHIP FUND ETF SERIES UNITS
Expense ratio
0.38%
Home page
Inception date
May 29, 2018
The fund combines ESG investing with an active approach. It invests in US and Canadian companies that meet either or both gender criteria: (i) have at least 25% female board representation and (ii) have a female CEO. Eligible companies should be NYSE-, Nasdaq-, or TSX-listed, and must also meet investability and liquidity requirements. Although the fund is US- and Canada-focused, it may invest up to 10% in securities of other countries. In order to hedge risk and volatility, the fund may also use derivatives such as options, futures, forward contracts, and swaps, and may engage in short selling.
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
Stocks96.40%
Finance24.81%
Technology Services20.92%
Retail Trade10.81%
Commercial Services7.66%
Health Technology7.61%
Transportation6.96%
Utilities3.98%
Industrial Services3.71%
Health Services2.41%
Non-Energy Minerals2.09%
Process Industries2.07%
Electronic Technology1.97%
Communications1.40%
Bonds, Cash & Other3.60%
Cash2.06%
UNIT1.54%
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