BMO S&P 500 INDEX ETF UNITBMO S&P 500 INDEX ETF UNITBMO S&P 500 INDEX ETF UNIT

BMO S&P 500 INDEX ETF UNIT

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Key stats


Assets under management (AUM)
‪17.95 B‬CAD
Fund flows (1Y)
‪3.27 B‬CAD
Dividend yield (indicated)
0.98%
Discount/Premium to NAV
0.4%

About BMO S&P 500 INDEX ETF UNIT


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.09%
Home page
Inception date
Nov 14, 2012
Index tracked
S&P 500
Management style
Passive
The fund captures the US equity large-cap space by tracking a well-known indexthe S&P 500, which covers approximately 80% of available market capitalization. The fund defines large-caps as the S&P Committee sees it, which means it includes a fairly large allocation to firms that may be considered midcaps. Stocks are market-cap-weighted, with a consideration on sector balance by comparing the weight of each GICS (Global Industry Classification Standard) sector in the underlying index to its weight in the relevant market capitalization range of the S&P Total Market Index (parent index). The index is rebalanced on a quarterly basis.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Committee
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
100%
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.