Key stats
About HAMILTON CHAMPIONS U S DIVIDEND IND UNITS HEDGED CAD
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 US companies with a strong history of dividend growth. The objective is to provide a diversified, stable, and income-focused investment strategy within the US 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
Consumer Non-Durables
Process Industries
Stocks97.93%
Consumer Non-Durables14.71%
Process Industries11.72%
Technology Services9.11%
Finance9.01%
Health Technology8.89%
Distribution Services8.18%
Retail Trade7.13%
Utilities6.18%
Energy Minerals6.13%
Electronic Technology5.29%
Producer Manufacturing5.21%
Consumer Services3.02%
Commercial Services2.79%
Bonds, Cash & Other2.07%
Miscellaneous2.65%
Cash−0.58%
Stock breakdown by region
North America90.63%
Europe9.37%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history