ishares
ISHARES DOW JONES CANADA SELECT DIVIDEND INDEX FUND $22.02 (Toronto symbol XDV; buy or sell through brokers; ca.ishares.com) holds 30 of the highest-yielding Canadian stocks. Its selections are based on dividend growth, yield and payout ratio. The weight of any one stock is limited to 10% of its assets. The fund’s MER is 0.50%. It yields 4.3%.
The fund’s top holdings are CIBC, 6.5%; Bonterra Energy, 6.4%; National Bank, 5.8%; TD Bank, 5.5%; Bank of Montreal, 5.3%; Telus Corp., 4.9%; BCE Inc., 4.4%; Royal Bank, 4.4%; Bank of Nova Scotia, 4.1%; and IGM Financial, 4.1%.
The fund holds 51.4% of its assets in financial stocks. The top Canadian finance stocks have sound prospects. However, if you invest in this ETF, be sure to adjust the rest of your portfolio so it won’t be overly concentrated in the financial sector.
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The fund’s top holdings are CIBC, 6.5%; Bonterra Energy, 6.4%; National Bank, 5.8%; TD Bank, 5.5%; Bank of Montreal, 5.3%; Telus Corp., 4.9%; BCE Inc., 4.4%; Royal Bank, 4.4%; Bank of Nova Scotia, 4.1%; and IGM Financial, 4.1%.
The fund holds 51.4% of its assets in financial stocks. The top Canadian finance stocks have sound prospects. However, if you invest in this ETF, be sure to adjust the rest of your portfolio so it won’t be overly concentrated in the financial sector.
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ISHARES S&P/TSX 60 INDEX FUND $17.66 (Toronto symbol XIU; buy or sell through brokers; ca.ishares.com) is a good low-fee way to buy the top stocks on the TSX. The units are made up of stocks that represent the S&P/TSX 60 Index, which consists of the 60 largest, most heavily traded stocks on the exchange. Expenses are just 0.17% of assets.
The index mostly consists of high-quality companies. However, it must ensure that all sectors are represented, so it holds a few we wouldn’t include.
The index’s top holdings are Royal Bank, 7.8%; TD Bank, 6.7%; Bank of Nova Scotia, 6.0%; Suncor Energy, 4.6%; Bank of Montreal, 3.6%; CN Railway, 3.6%; Potash Corp., 3.3%; Enbridge, 3.1%; Trans- Canada Corp., 3.0%; BCE, 3.0%; CIBC, 2.9%; Canadian Natural Resources, 2.9%; Barrick Gold, 2.9%; Goldcorp, 2.6%; Manulife Financial, 2.3%; Cenovus Energy, 2.2%; and Telus, 1.9%.
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The index mostly consists of high-quality companies. However, it must ensure that all sectors are represented, so it holds a few we wouldn’t include.
The index’s top holdings are Royal Bank, 7.8%; TD Bank, 6.7%; Bank of Nova Scotia, 6.0%; Suncor Energy, 4.6%; Bank of Montreal, 3.6%; CN Railway, 3.6%; Potash Corp., 3.3%; Enbridge, 3.1%; Trans- Canada Corp., 3.0%; BCE, 3.0%; CIBC, 2.9%; Canadian Natural Resources, 2.9%; Barrick Gold, 2.9%; Goldcorp, 2.6%; Manulife Financial, 2.3%; Cenovus Energy, 2.2%; and Telus, 1.9%.
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Most U.S. markets have risen lately, while Canada’s resource-heavy Toronto Stock Exchange has lagged. But as always, both remain subject to unexpected downturns. One way to profit from rising markets is to add exchange traded funds (ETFs) that track major stock indexes to your portfolio. ETFs trade on stock exchanges, just like stocks. Prices are quoted in newspaper stock tables and online. You must pay brokerage commissions to buy and sell ETFs, but their low management fees still give them a cost advantage over most mutual funds....
Most U.S. markets have risen lately, while Canada’s resource-heavy Toronto Stock Exchange has lagged. But as always, both remain subject to unexpected downturns. Even so, the long-term outlook is for higher stock prices.
One way to profit from rising markets is to add exchange traded funds (ETFs) that track major stock indexes to your portfolio.
ETFs trade on stock exchanges, just like stocks....
One way to profit from rising markets is to add exchange traded funds (ETFs) that track major stock indexes to your portfolio.
ETFs trade on stock exchanges, just like stocks....
ISHARES CDN REIT SECTOR INDEX FUND $17.10 (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) holds the 15 Canadian real estate investment trusts (REITs) in the S&P/TSX Capped REIT Index. The weight of each REIT is limited to 25% of the ETF’s value.
iShares CDN REIT’s expenses are 0.60% of its assets. The fund yields 4.4%.
The ETF’s largest holding is RioCan REIT at 19.5%, followed by H&R REIT (10.7%), Dundee REIT (8.4%), Canadian REIT (7.2%), Calloway REIT (7.0%), Primaris REIT (6.3%), Cominar REIT (6.2%), Canadian Apartment REIT (6.0%), Boardwalk REIT (5.7%), Allied Properties REIT (5.2%), Chartwell REIT (4.5%), Artis REIT (4.5%), Granite REIT (4.3%), Northern Property REIT (2.6%) and Crombie REIT (1.8%).
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iShares CDN REIT’s expenses are 0.60% of its assets. The fund yields 4.4%.
The ETF’s largest holding is RioCan REIT at 19.5%, followed by H&R REIT (10.7%), Dundee REIT (8.4%), Canadian REIT (7.2%), Calloway REIT (7.0%), Primaris REIT (6.3%), Cominar REIT (6.2%), Canadian Apartment REIT (6.0%), Boardwalk REIT (5.7%), Allied Properties REIT (5.2%), Chartwell REIT (4.5%), Artis REIT (4.5%), Granite REIT (4.3%), Northern Property REIT (2.6%) and Crombie REIT (1.8%).
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ISHARES DEX UNIVERSE BOND INDEX FUND $31.42 (CWA Rating: Income) (Toronto symbol XBB; buy or sell through brokers) mirrors the performance of the DEX Universe Bond Index. The 732 bonds in the portfolio have an average term to maturity of 9.78 years. The fund’s MER is 0.33%.
The bonds in the index are 68.2% government and 31.8% corporate.
The fund yields 3.2%, compared to the Short-Term Bond Fund’s 2.8%. Its yield to maturity is 2.24%, 0.78% above the Short-Term Fund. That reflects the added risk of holding long-term bonds.
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The bonds in the index are 68.2% government and 31.8% corporate.
The fund yields 3.2%, compared to the Short-Term Bond Fund’s 2.8%. Its yield to maturity is 2.24%, 0.78% above the Short-Term Fund. That reflects the added risk of holding long-term bonds.
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ISHARES DEX SHORT-TERM BOND INDEX FUND $28.91 (CWA Rating: Income) (Toronto symbol XSB; buy or sell through brokers) mirrors the performance of the DEX Short-Term Bond Index.
This index consists of a wide range of investmentgrade federal, provincial, municipal and corporate bonds with between one- and five-year terms to maturity. The fund holds 347 bonds with an average term to maturity of 2.87 years. The bonds in the index are 63.4% government and 36.6% corporate. The fund’s MER is 0.28%.
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This index consists of a wide range of investmentgrade federal, provincial, municipal and corporate bonds with between one- and five-year terms to maturity. The fund holds 347 bonds with an average term to maturity of 2.87 years. The bonds in the index are 63.4% government and 36.6% corporate. The fund’s MER is 0.28%.
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ISHARES MSCI EMERGING MARKETS EASTERN EUROPE INDEX FUND $24.07 (New York symbol ESR; buy or sell through brokers), is an ETF that aims to track the MSCI Emerging Markets Eastern Europe Index. The fund’s geographic breakdown is as follows: Russia, 75.4%; Poland, 18.4%; Czech Republic, 3.2%; and Hungary, 2.6%.
The fund’s top holdings are Gazprom (Russia: gas utility), 15.4%; Sberbank (Russia: bank), 11.5%; Lukoil (Russia: oil), 11.1%; Magnit OJSC (Russia: retailing), 4.0%; Mobile TeleSystems (Russia: wireless), 3.6%; Novatek (Russia: natural gas), 3.3%; Uralkali (Russia: potash), 3.3%; Rosneft Oil Company (Russia: oil and gas), 3.3%; Tafneft (Russia: oil and gas), 3.2%; and PKO Bank Polski SA (Poland: banking), 3.1%.
iShares MSCI Emerging Markets Eastern Europe Index Fund’s expense ratio is 0.69%.
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The fund’s top holdings are Gazprom (Russia: gas utility), 15.4%; Sberbank (Russia: bank), 11.5%; Lukoil (Russia: oil), 11.1%; Magnit OJSC (Russia: retailing), 4.0%; Mobile TeleSystems (Russia: wireless), 3.6%; Novatek (Russia: natural gas), 3.3%; Uralkali (Russia: potash), 3.3%; Rosneft Oil Company (Russia: oil and gas), 3.3%; Tafneft (Russia: oil and gas), 3.2%; and PKO Bank Polski SA (Poland: banking), 3.1%.
iShares MSCI Emerging Markets Eastern Europe Index Fund’s expense ratio is 0.69%.
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ISHARES S&P INDIA NIFTY 50 INDEX FUND $23.61 (Nasdaq symbol INDY; buy or sell through brokers; us.ishares.com) is an ETF that aims to track the S&P CNX Nifty Index, which represents the 50 largest, most liquid Indian securities.
The fund’s top holdings are ITC Ltd. (conglomerate), 9.3%; Infosys Technologies (software), 7.6%; Housing Development Finance, 7.1%; Reliance Industries Ltd. (conglomerate), 7.0%; ICICI Bank, 6.7%; HDFC Bank, 6.4%; Tata Consultancy Services (information technology), 4.4%; Larsen & Toubro Ltd. (conglomerate), 4.1%; Oil & Natural Gas Corp., 3.0%; and State Bank of India, 3.0%.
The fund’s industry breakdown includes Banks, 20.4%; Computers, 14.5%; Cigarettes, 9.3%; Refineries, 7.5%; Housing, 7.1%; Pharmaceuticals, 5.3%; Engineering, 4.1%; Oil Exploration and Production, 3.9%; Automobiles, 3.1%; and Utilities, 2.8%; The ETF has a 0.92% expense ratio.
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The fund’s top holdings are ITC Ltd. (conglomerate), 9.3%; Infosys Technologies (software), 7.6%; Housing Development Finance, 7.1%; Reliance Industries Ltd. (conglomerate), 7.0%; ICICI Bank, 6.7%; HDFC Bank, 6.4%; Tata Consultancy Services (information technology), 4.4%; Larsen & Toubro Ltd. (conglomerate), 4.1%; Oil & Natural Gas Corp., 3.0%; and State Bank of India, 3.0%.
The fund’s industry breakdown includes Banks, 20.4%; Computers, 14.5%; Cigarettes, 9.3%; Refineries, 7.5%; Housing, 7.1%; Pharmaceuticals, 5.3%; Engineering, 4.1%; Oil Exploration and Production, 3.9%; Automobiles, 3.1%; and Utilities, 2.8%; The ETF has a 0.92% expense ratio.
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iShares Diversified Monthly Income Fund ETF, $12.52, symbol XTR on Toronto (Shares outstanding: 57.2 million; Market cap: $716.1 million; ca.ishares.com), holds units of nine different iShares exchange traded funds. Among these holdings are units of four bond funds that add up to 60.0% of the iShares Diversified Monthly Income Fund ETF’s assets. These include the iShares DEX Hybrid Bond Index Fund and the iShares DEX All-Corporate Bond Index Fund, both of which hold corporate bonds. As a general rule, the safest bonds are issued by or guaranteed by the federal government. Next are provincial issues or bonds with provincial guarantees. After that come corporate bonds....