BMO US ALL CAP EQUITY FD UNIT ETF SERBMO US ALL CAP EQUITY FD UNIT ETF SERBMO US ALL CAP EQUITY FD UNIT ETF SER

BMO US ALL CAP EQUITY FD UNIT ETF SER

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Key stats

Assets under management (AUM)
‪28.67 M‬CAD
Fund flows (1Y)
‪16.22 M‬CAD
Dividend yield (indicated)
0.20%
Discount/Premium to NAV
0.4%

About BMO US ALL CAP EQUITY FD UNIT ETF SER

Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.82%
Home page
Inception date
Jun 7, 2021
Index tracked
No Underlying Index
Management style
Active
The fund fund aims to provide long-term capital growth by actively investing in equity securities of large-, mid, or small-cap US companies. This ensures a wide reach across all industries and sectors. The adviser will select securities using a bottom-up, fundamental analysis to identify value, consistent growth and timely fundamentals. Derivatives may be used by the advisor for hedging and non-hedging purposes.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Electronic Technology
Retail Trade
Health Technology
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