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BMO US ALL CAP EQUITY FD UNIT ETF SERBMO US ALL CAP EQUITY FD UNIT ETF SERBMO US ALL CAP EQUITY FD UNIT ETF SER

BMO US ALL CAP EQUITY FD UNIT ETF SER

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Overview
Analysis Holdings Discussions Technicals Seasonals

ZACE chart


Full chart

Key stats


Assets under management (AUM)
‪44.25 M‬ CAD
Fund flows (1Y)
‪11.65 M‬ CAD
Dividend yield (indicated)
0.00%
Discount/Premium to NAV
−0.2%
Shares outstanding
‪950.00 K‬
Expense ratio
0.82%

About BMO US ALL CAP EQUITY FD UNIT ETF SER


Issuer
BANK OF MONTREAL
Brand
BMO
Home page
bmo.com
Inception date
Jun 7, 2021
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Primary advisor
BMO Investments, Inc.
The fund fund aims to provide long-term capital growth by actively investing in equity securities of large-, mid, or small-cap US companies. This ensures a wide reach across all industries and sectors. The adviser will select securities using a bottom-up, fundamental analysis to identify value, consistent growth and timely fundamentals. Derivatives may be used by the advisor for hedging and non-hedging purposes.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary

ZACE analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Electronic Technology
Stock breakdown by region
98%1%

Technicals


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

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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