Key stats
About BMO US DIVIDEND ETF US DIVIDEND ETF USD
Expense ratio
0.33%
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Inception date
Mar 19, 2013
ISIN
CA05575X1015
The fund seeks to income generation and long-term capital growth by using a dividend strategy on the US equity market. It seeks to identify high yielding dividend equities, while screening for dividend sustainability and historical growth. A proprietary, rules-based methodology is applied on large-, mid-, and small-cap US dividend payers. Eligible securities are screened for positive 3-year dividend growth rate and dividend payout sustainability, and then ranked by dividend yield. The top 100 yielding companies that pass both screens make up the portfolio. The resulting portfolio is weighted by yield, subject to a 25% sector cap and a 10% single security cap. The portfolio is rebalanced and reconstituted annually in June and December, respectively.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Technology Services
Stock breakdown by region