BMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITSBMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITSBMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITS

BMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITS

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪298.98 M‬CAD
Fund flows (1Y)
‪140.05 M‬CAD
Dividend yield (indicated)
0.91%
Discount/Premium to NAV
−0.1%
Shares outstanding
‪5.42 M‬
Expense ratio
0.98%

About BMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITS


Brand
BMO
Home page
Inception date
Dec 11, 2018
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Primary advisor
BMO Asset Management Corp.
The fund holds a highly concentrated portfolio of North American equities, selected to represent the fund advisers highest conviction. The adviser uses a proprietary model which incorporates technical indicators, including relative strength, to identify attractive securities that offer superior rates of returns while minimizing risk. Although the fund is US- and Canada-focused, it may invest up to 10% in securities of other countries. In order to hedge risk and volatility, the fund may also use derivatives such as options, futures, forward contracts, and swaps, and may engage in short selling. The fund adviser may frequently buy and sell securities, which could potentially lead to a high portfolio turnover.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
North America
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Retail Trade
Electronic Technology
Non-Energy Minerals
Stock breakdown by region
100%
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.

Broaden your horizons with more funds linked to ZFN via country, focus, and more.