BMO TACTICAL DIVIDEND FUND ETF SERIES UNITSBMO TACTICAL DIVIDEND FUND ETF SERIES UNITSBMO TACTICAL DIVIDEND FUND ETF SERIES UNITS

BMO TACTICAL DIVIDEND FUND ETF SERIES UNITS

No trades
Buy ZZZD

Key stats


Assets under management (AUM)
‪24.67 M‬CAD
Fund flows (1Y)
‪−8.96 M‬CAD
Dividend yield (indicated)
4.11%
Discount/Premium to NAV
0.06%

About BMO TACTICAL DIVIDEND FUND ETF SERIES UNITS


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.92%
Home page
Index tracked
No Underlying Index
Management style
Active
The fund seeks long-term capital growth and current income by primarily investing in a portfolio of ETFs that holds income-producing securities. The actively-managed fund uses a mix of fundamental and technical analysis to analyze market trends, and rotate underlying ETFs in order to capitalize on investment opportunities. The fund considers asset class and sector investments based on fundamentals and the economic and markets outlook, while technical indicators are used when implementing portfolio rebalances. Note that the funds target asset mix may be changed over time to reflect the active managers outlook for each asset class. As such, ZZZD may temporarily depart from its investment objectives by holding cash-like instruments, and/or derivatives, such as options, futures, forward contracts and swaps.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Mutual fund
Bonds, Cash & Other100.00%
ETF89.55%
Mutual fund15.14%
Cash0.29%
Miscellaneous0.05%
Rights & Warrants−5.02%
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.