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About BMO SPDR REAL ESTATE SELECT SECT CAD UNITS
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Inception date
Jan 21, 2025
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Dividend treatment
Distributes
Primary advisor
BMO Asset Management, Inc.
The fund offers concentrated exposure to US real estate giants. It tracks an index comprising companies in the real estate management & development and REITs (excluding mortgage REITs) as identified by GICS. To replicate the performance of the underlying index, the fund substantially invests all of its assets in another ETF, Real Estate Select Sector SPDR Fund (XLRE-US). As part of the S&P Select Sector Index suite, the index draws its holdings from the S&P 500 Index, so its portfolio mainly favors large caps. Holdings are weighted by market capitalization, subject to a capping methodology that ensures no single security exceeds 25% at each quarterly rebalance.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region