BMO CORE PLUS BOND FUND ETF SERIES UNITSBMO CORE PLUS BOND FUND ETF SERIES UNITSBMO CORE PLUS BOND FUND ETF SERIES UNITS

BMO CORE PLUS BOND FUND ETF SERIES UNITS

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Key stats


Assets under management (AUM)
‪1.47 B‬CAD
Fund flows (1Y)
‪192.19 M‬CAD
Dividend yield (indicated)
2.84%
Discount/Premium to NAV
0.7%

About BMO CORE PLUS BOND FUND ETF SERIES UNITS


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.57%
Home page
Inception date
May 29, 2018
Index tracked
No Underlying Index
Management style
Active
The fund actively manages a portfolio of government and corporate bonds denominated in CAD. The fund may invest a maximum of 40% in foreign securities. Eligible bonds may be investment or non-investment-grade debt securities including loans and any other debt obligations the portfolio manager deems necessary to enhance the funds total return. The bonds are selected using fundamental research to identify the overvalued and undervalued sectors of the fixed income market. When allocating across sectors credit quality along with active yield-curve management are emphasized. ZCPB can also invest up to 30% to other funds that are managed by the issuer and its affiliates or associates.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Broad credit
Niche
Broad maturities
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Corporate
Government
Stocks0.24%
Finance0.24%
Bonds, Cash & Other99.76%
Corporate51.74%
Government44.68%
Municipal2.45%
Cash1.03%
Securitized0.12%
Miscellaneous−0.26%
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.