BMO LOW VOLATILITY US EQUITY HEDGED TR UNITBMO LOW VOLATILITY US EQUITY HEDGED TR UNITBMO LOW VOLATILITY US EQUITY HEDGED TR UNIT

BMO LOW VOLATILITY US EQUITY HEDGED TR UNIT

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪88.23 M‬CAD
Fund flows (1Y)
‪−7.37 M‬CAD
Dividend yield (indicated)
2.39%
Discount/Premium to NAV
−0.07%

About BMO LOW VOLATILITY US EQUITY HEDGED TR UNIT

Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.33%
Home page
Inception date
Feb 4, 2016
Index tracked
No Underlying Index
Management style
Active
The fund combines active management with low volatility investing. The fund adviser looks for at least 100 stocks that have lower sensitivity to market movements (beta). Portfolio holdings are selected from the large-cap segment of the US equity market. The resulting portfolio is weighted so that higher weights are allocated to stocks with lower beta. Holdings are rebalanced and reconstituted annually, in June and December, respectively.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
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