Key stats
About BMO DJ INDUSTRIAL AVG HED CAD IDX E DOW JONES IND AVERAGE INDEX ETF HGD CAD
Expense ratio
0.26%
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Inception date
May 29, 2009
The fund is passively managed to hold 30 US blue-chip companies that are hand-picked by a committee. The index covers all industries except transportation and utilities. However, the fund is not ideal for investors who want broad-based exposure to US large-capsits tiny portfolio, arbitrary selection, and antiquated weighting may produce significant sector biases relative to the market, and cover only a fraction of the large-cap space, typically represented by hundreds of names. Stocks are also price-weighted, not cap-weighted, which can produce major sector realignments when multiple holdings change. ZDJ also comes with a currency hedge for CAD-based investors.
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
Electronic Technology
Stocks100.07%
Finance19.30%
Technology Services13.65%
Electronic Technology11.34%
Retail Trade9.76%
Health Services8.60%
Health Technology7.70%
Producer Manufacturing7.33%
Consumer Services5.59%
Process Industries5.37%
Commercial Services4.34%
Consumer Non-Durables4.28%
Energy Minerals2.17%
Communications0.57%
Bonds, Cash & Other−0.07%
Cash−0.07%
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