BMO Equal Weight REITs Index ETF - ZRE

ETF Overview

The fund has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada REIT Index, net of expenses.

The fund invests in Canadian real estate investment trusts.

The fund invests in and holds the constituent securities of the index in the same proportion as they are reflected in the index.

Additional Index Information

The Solactive Equal Weight Canada REIT Index consists of the Canadian securities that fall within the Real Estate Investment Trust sector.

Each security in the index is allocated a fixed weight rather than a market capitalization weight.

To be included as a constituent security, an issue must meet certain minimum trading volume requirements and be incorporated in, or has its primary market listing in Canada.

Key ETF Data

Fundamentals
Category (main)	Canadian Equity - REITs
Underlying Index	Solactive Equal Weight Canada REIT Index
ETF Structure	Passive type. Endeavours to return the Index return before fees/costs
Asset Class	Equity - REITs
Region	Canada
Issuer	BMO
ETF Home Page	Available here

Fund Facts
Inception Date	May 19, 2010
Total Holdings	18
Distribution Frequency	Monthly
Leverage	None
Significant Currency Exposure	No
Currency Hedging	Not applicable

Fees
Management Fee	0.55%
Management Expense Ratio (MER)	0.61%

Trading Information
Ticker	ZRE
Exchange	TSX (Toronto Stock Exchange)
Currency	CAD

Eligibility
Eligibility *	RRSP, RRIF, RESP, TFSA, DPSP, RDSP
DRIP available **	Yes
PACC Plan available **	Unknown
SWP available **	Unknown

* Always check eligibility with your plan operator as plans and accounts can differ

** Not all brokers can facilitate these plans. Check with your broker.

Current Price, Fund Performance, Yield, NAV, Charts etc

To view the TSX or Morningstar fund page for this ETF click on the Fund Data menu tab or below:

ETF Analysis

We consider an MER () of 0.61% as excessive given the ETF holds just 18 stocks.