BMO MONTHLY INCOME ETF TR UNITBMO MONTHLY INCOME ETF TR UNITBMO MONTHLY INCOME ETF TR UNIT

BMO MONTHLY INCOME ETF TR UNIT

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Key stats


Assets under management (AUM)
‪134.76 M‬CAD
Fund flows (1Y)
‪16.86 M‬CAD
Dividend yield (indicated)
4.83%
Discount/Premium to NAV
0.4%

About BMO MONTHLY INCOME ETF TR UNIT


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.21%
Home page
Inception date
Jan 28, 2011
Index tracked
No Underlying Index
Management style
Active
The fund aims to provide monthly cash distributions, with the potential for long-term capital appreciation through a strategic asset allocation strategy via other BMO ETFs. These ETFs offers exposure to a diverse portfolio of income-bearing investments, including common equities, preferred shares, fixed income securities and trust units. In allocating its exposure, the fund manager considers average market valuations across regions, sectors and asset classes, relative economic conditions, and any perceived downside risks. Equity funds are expected to make up 60% of the holdings as compared to the 40% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, other investment funds, ADRs or derivatives. The fund's risk profile is based on the BMO ETFs returns and a blend of the returns of the S&P/TSX Capped Composite Total Return Index and FTSE Canada Universe Bond Index.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.93%
Cash0.07%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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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.