Key stats
About BMO MSCI USA SELECTION EQUITY CAD UNITS
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Inception date
Jan 15, 2021
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
BMO Asset Management, Inc.
The fund holds a basket of companies that score highly on environmental, social, and governance (ESG) factors. The funds index uses MSCIs ESG rating methodology to assign a score to all US large- and mid-cap stocks. The index automatically screens out companies involved in severe business controversies as well as those companies engaged in alcohol, tobacco, gambling, weapons and nuclear power. The fund may include US companies outside the MSCI ESG Leaders Index as long as it has a BB MSCI ESG Rating and an MSCI ESG Controversies Score of 3 or above. At triannual rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings, larger firms, and current constituents. Although the funds performance may still vary significantly from the broader market at times, ESGY is still a suitable core US equity investment providing a broad ESG take on the US equity market.
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
Technology Services
Finance
Electronic Technology
Stocks99.74%
Technology Services26.88%
Finance14.55%
Electronic Technology14.22%
Health Technology9.14%
Consumer Non-Durables5.64%
Producer Manufacturing4.78%
Retail Trade4.59%
Consumer Services4.06%
Consumer Durables3.70%
Process Industries1.89%
Commercial Services1.75%
Transportation1.57%
Health Services1.45%
Utilities1.34%
Industrial Services1.32%
Non-Energy Minerals0.81%
Distribution Services0.80%
Communications0.74%
Energy Minerals0.49%
Bonds, Cash & Other0.26%
Cash0.26%
Stock breakdown by region
North America96.20%
Europe3.38%
Latin America0.42%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history