Key stats
About BMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITS
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Inception date
Dec 11, 2018
Structure
Canadian Mutual Fund Trust (ON)
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.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Finance
Retail Trade
Electronic Technology
Non-Energy Minerals
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.
ZFN trades at 56.06 CAD today, its price has fallen −0.53% in the past 24 hours. Track more dynamics on ZFN price chart.
ZFN net asset value is 56.10 today — it's risen 4.00% 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.
ZFN assets under management is 261.81 M 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.
ZFN price has risen by 3.51% over the last month, and its yearly performance shows a 10.92% increase. See more dynamics on ZFN price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 4.00% over the last month, showed a 2.66% increase in three-month performance and has increased by 12.48% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 4.00% over the last month, showed a 2.66% increase in three-month performance and has increased by 12.48% in a year.
ZFN fund flows account for 90.06 M 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.
ZFN invests in stocks. See more details in our Analysis section.
ZFN expense ratio is 0.98%. 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, ZFN 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, ZFN technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating ZFN shows the buy signal. See more of ZFN technicals for a more comprehensive analysis.
Today, ZFN technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating ZFN shows the buy signal. See more of ZFN technicals for a more comprehensive analysis.
Yes, ZFN pays dividends to its holders with the dividend yield of 0.89%.
ZFN trades at a premium (0.08%).
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.
ZFN shares are issued by Bank of Montreal
ZFN 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 Dec 11, 2018.
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.