ETF Sage
Canadian ETF knowledgebase
The fund seeks to replicate, to the extent possible, the performance of the S&P 500 Index (Total Return), net of expenses.
The S&P 500 Index is an index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities, reflecting the risk/return characteristics of the large cap universe. The Index is one of the most commonly used benchmarks for the overall U.S. stock market.
Fundamentals | |
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Category (main) | USA Equity Large Cap |
Underlying Index | S&P 500 Index |
ETF Structure | Passive type. Endeavours to return the Index return before fees/costs |
Asset Class | Equity |
Sub-Asset Class | Large Cap |
Region | USA |
Issuer | Horizons ETFs (Canada) |
ETF Home Page | Available here |
Fund Facts | |
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Inception Date | Nov 30, 2010 |
Total Holdings | 500 |
Distribution Frequency | Annually |
Leverage | None |
Significant Currency Exposure | Yes |
Currency Hedging | No |
Fees | |
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Management Fee | 0.07% |
Management Expense Ratio (MER) | 0.17% * |
* 2012, 2011 (0.17%)
Trading Information | |
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Ticker | HXS |
Exchange | TSX (Toronto Stock Exchange) |
Currency | CAD |
Eligibility | |
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Eligibility * | RRSP, RRIF, RESP, TFSA, DPSP, RDSP |
DRIP available ** | No |
PACC Plan available ** | No |
SWP available ** | No |
* Always check eligibility with your plan operator as plans and accounts can differ
** Not all brokers can facilitate these plans. Check with your broker.
To view the TSX or Morningstar fund page for this ETF click on the Fund Data menu tab or below: