BMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CADBMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CADBMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CAD

BMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CAD

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Key stats


Assets under management (AUM)
‪2.97 B‬CAD
Fund flows (1Y)
‪156.57 M‬CAD
Dividend yield (indicated)
4.12%
Discount/Premium to NAV
0.08%

About BMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CAD


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.28%
Home page
Inception date
Mar 20, 2013
Index tracked
Bloomberg Barclays U.S. Investment Grade 5 to 10 Year Corporate Bond Capped Hedged to CAD Index - CAD
Management style
Passive
The fund is a fund-of-funds that provides exposure to USD-denominated taxable corporate bonds. The fund tracks a market-value-weighted index of investment grade bonds with maturities between 5-10 years. The index is usually rebalanced monthly, it includes fixed rate bonds with USD 750 million minimum amount outstanding and includes the three largest issues from each issue. The fund primarily invests in BMO Mid-Term US IG Corporate Bond Index ETF. As an alternative, it may also to hold index securities or use a sampling methodology. Sibling fund ZIC-CA offers the similar exposure but is a CAD-unhedged version, a USD unit is also available.

Classification


Asset Class
Fixed income
Category
Corporate, broad-based
Focus
Investment grade
Niche
Intermediate
Strategy
Vanilla
Weighting scheme
Market value
Selection criteria
Market value
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF103.00%
Cash−3.00%
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.