Key stats
About BMO US EQUITY BUFFER HEDGED TO CAD ETF - JANUARY
Expense ratio
0.73%
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Inception date
Jan 26, 2024
This fund seeks to match the upside return of a US, large cap index, up to a cap, while providing a buffer for the first 15% of losses. Currently, the ETF primarily invests in BMO S&P 500 Index ETF and uses derivative instruments to hedge back to the Canadian dollar. Investors who buy ZJAN shares at any other time than the annual reset day may have a very different protection level and buffer zone. The fund must be held to the end of the period to pursue the intended results. The targeted buffers and caps do not include the funds expense ratio. The fund resets over a period of approximately one year from the start of January of each year.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.