BMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITSBMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITSBMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITS

BMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITS

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Key stats


Assets under management (AUM)
‪4.03 M‬CAD
Fund flows (1Y)
‪6.15 M‬CAD
Dividend yield (indicated)
Discount/Premium to NAV
0.1%
Shares outstanding
‪175.00 K‬
Expense ratio

About BMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITS


Brand
BMO
Home page
Inception date
Jan 21, 2025
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
S&P Consumer Discretionary Select Sector
Management style
Passive
Dividend treatment
Distributes
Primary advisor
BMO Asset Management, Inc.
The fund offers concentrated exposure to US consumer discretionary giants. It tracks an index comprising companies in the retail, automobiles and components, consumer durables, apparel, hotels, and restaurants industries as identified by GICS. To replicate the performance of the underlying index, the fund substantially invests all of its assets in another ETF, Consumer Discretionary Select Sector SPDR Fund (XLY-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


Asset Class
Equity
Category
Sector
Focus
Consumer discretionary
Niche
Broad-based
Strategy
Vanilla
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Committee
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
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

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