Key stats
About BMO GLOBAL EQUITY FUND
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Inception date
Jun 26, 2023
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Primary advisor
BMO Investments, Inc.
The fund-of-funds provides broad exposure to the global equity markets. The fund may invest in companies of any market capitalization directly or indirectly through underlying funds managed by BMO or its affiliates. Portfolio allocation is based on a fundamental analysis that identifies undervalued securities with superior earnings growth. In addition, each companys operations, quality of management, and research and development practices are reviewed to assess growth potential. The fund may invest up to 30% of its net assets in securities of underlying funds and up to 100% in foreign securities. Derivatives such as options, futures, forward contracts, and swaps may be used for hedging and non-hedging purposes. The fund may also engage in short selling to manage volatility. Investors should note that the trading costs may increase due to the portfolio managers frequent buying and selling of the funds investments.
Related funds
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Technology Services
Health Technology
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BGEQ trades at 22.31 CAD today, its price has fallen −0.53% in the past 24 hours. Track more dynamics on BGEQ price chart.
BGEQ net asset value is 22.34 today — it's risen 4.44% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BGEQ assets under management is 1.08 B CAD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BGEQ price has risen by 4.06% over the last month, and its yearly performance shows a 16.02% increase. See more dynamics on BGEQ price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 4.44% over the last month, showed a 18.87% increase in three-month performance and has increased by 16.65% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 4.44% over the last month, showed a 18.87% increase in three-month performance and has increased by 16.65% in a year.
BGEQ fund flows account for 1.08 B CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BGEQ invests in stocks. See more details in our Analysis section.
BGEQ expense ratio is 0.85%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BGEQ isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, BGEQ technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BGEQ shows the buy signal. See more of BGEQ technicals for a more comprehensive analysis.
Today, BGEQ technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BGEQ shows the buy signal. See more of BGEQ technicals for a more comprehensive analysis.
No, BGEQ doesn't pay dividends to its holders.
BGEQ trades at a premium (0.14%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BGEQ shares are issued by Bank of Montreal
BGEQ follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jun 26, 2023.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.