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BMO US PUT WRITE ETF CAD UNITSBMO US PUT WRITE ETF CAD UNITSBMO US PUT WRITE ETF CAD UNITS

BMO US PUT WRITE ETF CAD UNITS

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Overview
Analysis Holdings Discussions Technicals Seasonals

ZPW chart


Full chart

Key stats


Assets under management (AUM)
‪69.53 M‬ CAD
Fund flows (1Y)
‪6.52 M‬ CAD
Dividend yield (indicated)
9.48%
Discount/Premium to NAV
0.06%
Shares outstanding
‪4.42 M‬
Expense ratio
0.75%

About BMO US PUT WRITE ETF CAD UNITS


Issuer
BANK OF MONTREAL
Brand
BMO
Home page
bmogam.com
Inception date
Sep 2, 2015
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Primary advisor
BMO Asset Management Corp.
The fund is actively managed to generate income by writing put options on US large-cap equities. The fund examines available option premiums in order to write short-dated, out-of-the-money put options, while investing the portfolio in cash and cash equivalents. To select put options, volatility, fundamental and technical factors, price sensitivity, and sector diversification are considered. The put options written by the ETF may either be exchange-traded or over-the-counter. Note that the fund may be subject to a loss if the stock prices decline significantly over the option period.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary

ZPW analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Cash
Stock breakdown by region
91%8%

Technicals


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

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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