ESGE Stock Fund Price and Chart — TSX:ESGE

Overview

Analysis Holdings News Discussions Technicals Seasonals

ESGE chart

Key stats

About BMO MSCI EAFE SELECTION EQUIT CAD UNITS

The fund is an ESG-focused fund of large- and mid-cap stocks from developed economies outside North America. The funds index scores each security for ESG risk and opportunity management. Holdings must meet a minimum score threshold, and the index also screens out companies involved in severe ESG controversies or specific controversial industries. After this initial screening, the index uses the following process to select securities until it covers 50% of the market cap in each sector: 1) eligible securities in the top 35% of market cap, 2) highly-rated securities in the top 50%, 3) current holdings in the top 65%, 4) other eligible securities. At each step, higher rated firms are selected first. Holdings are market-cap-weighted within their respective sector. The index undergoes reconstitution in May and rebalancing in August, November and February.

Classification

ESGE analysis

What's in the fund

Exposure type

Finance

Health Technology

Consumer Non-Durables

Stock breakdown by region

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

SellBuy

Strong sellStrong buy