Key stats
About BMO MSCI EAFE ESG LEADERS INDEX ETF UNIT
Expense ratio
0.33%
Home page
Inception date
Jan 10, 2020
The fund is an ESG-focused fund of large- and mid-cap stocks from developed economies outside North America. The funds index scores each security for ESG risk and opportunity management. Holdings must meet a minimum score threshold, and the index also screens out companies involved in severe ESG controversies or specific controversial industries. After this initial screening, the index uses the following process to select securities until it covers 50% of the market cap in each sector: 1) eligible securities in the top 35% of market cap, 2) highly-rated securities in the top 50%, 3) current holdings in the top 65%, 4) other eligible securities. At each step, higher rated firms are selected first. Holdings are market-cap-weighted within their respective sector. The index undergoes reconstitution in May and rebalancing in August, November and February.
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
Finance
Health Technology
Consumer Non-Durables
Producer Manufacturing
Stocks99.20%
Finance21.44%
Health Technology14.38%
Consumer Non-Durables11.94%
Producer Manufacturing10.64%
Electronic Technology7.78%
Process Industries4.04%
Energy Minerals3.51%
Technology Services3.47%
Non-Energy Minerals3.20%
Consumer Durables3.19%
Utilities3.11%
Retail Trade2.94%
Transportation2.94%
Communications2.37%
Commercial Services2.11%
Distribution Services0.84%
Consumer Services0.65%
Industrial Services0.50%
Health Services0.17%
Bonds, Cash & Other0.80%
Cash0.80%
Stock breakdown by region
Europe65.60%
Asia27.72%
Oceania6.14%
North America0.40%
Middle East0.14%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history