BMO MID-TERM US IG CORP BD INDEX MID TERM US IG CORP BOND INDEX ETFBMO MID-TERM US IG CORP BD INDEX MID TERM US IG CORP BOND INDEX ETFBMO MID-TERM US IG CORP BD INDEX MID TERM US IG CORP BOND INDEX ETF

BMO MID-TERM US IG CORP BD INDEX MID TERM US IG CORP BOND INDEX ETF

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Key stats

Assets under management (AUM)
‪27.68 M‬USD
Fund flows (1Y)
‪1.32 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.2%

About BMO MID-TERM US IG CORP BD INDEX MID TERM US IG CORP BOND INDEX ETF

Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.28%
Home page
Inception date
Mar 19, 2013
Index tracked
Bloomberg Barclays U.S. Investment Grade 5 to 10 Year Corporate Bond Capped Index - CAD
Management style
Passive
The fund invests in 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 aims to hold securities in parallel proportions as they are reflected in the index. The Manager may also use a sampling methodology, which uses quantitative analysis to select bonds that resemble index constituents in terms of key risk factors, performance attributes, industry weightings, market capitalization and other appropriate financial characteristics. Sibling fund ZMU-CA offers the same exposure but is a CAD-hedged version.

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
StocksBonds, Cash & Other
Corporate
Stocks0.10%
Energy Minerals0.10%
Bonds, Cash & Other99.90%
Corporate99.76%
Cash0.14%
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