Key stats
About BMO SPDR CONSUMER DISCRETIONARY SEL CAD UNITS
Home page
Inception date
Jan 21, 2025
Structure
Canadian Mutual Fund Trust (ON)
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
What's in the fund
Exposure type
ETF
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