Key stats
About ISHARES CORE MSCI CANADIAN QUALITY UNITS
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Inception date
Jun 7, 2017
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Eligible dividends
Income tax type
Capital Gains
Primary advisor
BlackRock Asset Management Canada Ltd.
The fund is passively managed, holding other iShares ETFs that target large- and mid-cap Canadian-based companies with high dividend income and quality characteristics. The underlying security selection begins with a screen for higher than average dividend yields. The process seeks to identify securities with a history of consistent dividend payments and capacity to sustain payments in the future. Securities are then screened for certain quality factors such as return on equity, earning variability, debt to equity, and recent price performance. Stocks not meeting the quality criteria are excluded. Securities remaining that meet the higher than average dividend yields are selected, and market-cap weighted in the investment portfolio. Individual holdings are capped at 10% of the overall portfolio and rebalanced semi-annually.
Classification
What's in the fund
Exposure type
Finance
Utilities
Energy Minerals
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.