Key stats
About BMO MID-TERM US IG CORP BD HDG CAD MID TERM US IG CORP BD IDX ETF HGD CAD
Expense ratio
0.28%
Home page
Inception date
Mar 20, 2013
Bloomberg Barclays U.S. Investment Grade 5 to 10 Year Corporate Bond Capped Hedged to CAD Index - CAD
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF103.00%
Cash−3.00%
Top 10 holdings
Dividends
Dividend payout history