BMO US Dividend Hedged to CAD ETF (ZUD.TO)
Company overview
The BMO US Dividend Hedged to CAD ETF (ZUD.TO) is designed to provide investors with access to a portfolio of U.S. companies that pay dividends, with individual holdings weighted according to their yield. The investment strategy employs a rigorous, rules-based approach, evaluating potential U.S. equity investments based on their three-year dividend growth rate, current yield, and payout ratio. Additionally, all selected securities must pass a liquidity screening process. The underlying portfolio is adjusted through rebalancing every May and undergoes a complete reconstitution each November. To protect investors from currency fluctuations, the fund actively hedges its exposure from U.S. dollars back to Canadian dollars. As ZUD.TO is structured as a fund-of-funds, its management fees are offset by (or net of) any fees charged by the underlying funds, preventing duplicate charging.
No price history available.
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
BMO US Dividend Hedged to CAD ETF (ZUD.TO)
No price history available.
The BMO US Dividend Hedged to CAD ETF (ZUD.TO) is designed to provide investors with access to a portfolio of U.S. companies that pay dividends, with individual holdings weighted according to their yield. The investment strategy employs a rigorous, rules-based approach, evaluating potential U.S. equity investments based on their three-year dividend growth rate, current yield, and payout ratio. Additionally, all selected securities must pass a liquidity screening process. The underlying portfolio is adjusted through rebalancing every May and undergoes a complete reconstitution each November. To protect investors from currency fluctuations, the fund actively hedges its exposure from U.S. dollars back to Canadian dollars. As ZUD.TO is structured as a fund-of-funds, its management fees are offset by (or net of) any fees charged by the underlying funds, preventing duplicate charging.
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