Key stats
About HAMILTON CHAMPION CANADIAN DIVIDEND UNITS CLASS E
Home page
Inception date
Jan 27, 2025
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Primary advisor
Hamilton Capital Partners, Inc.
The fund tracks an index of Canadian companies with a strong history of dividend growth. The objective is to provide a diversified, stable, and income-focused investment strategy within the Canadian equity market. It gains exposure by directly holding index constituents or, when necessary, through other funds. The selection process follows a rules-based methodology, screening stocks based on dividend growth history, free-float market capitalization, and trading liquidity. Companies must have consistently increased dividends for a minimum number of years to be eligible. The portfolio is equal-weighted and rebalanced quarterly.
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
Non-Energy Minerals
Industrial Services
Stocks100.00%
Finance34.60%
Non-Energy Minerals14.95%
Industrial Services12.23%
Retail Trade7.98%
Communications7.84%
Energy Minerals7.70%
Transportation7.24%
Utilities4.20%
Producer Manufacturing3.25%
Bonds, Cash & Other−0.00%
Cash−0.00%
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