BMO Women In Leadership ETF (WOMN.TO)
33.36
0.00 (0.00%)
CAD |
TSX |
May 09, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.39% | -0.00% | 153.70M | 472.67 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.15% | 9.02% | 2.247M | Upgrade |
Basic Info
| Investment Strategy | |
| The strategy applies both a gender lens and a quality growth strategy. We believe that companies that can generate sustainable compounded growth in cash flow per share will outperform the benchmark in the long term. In addition to assessing financial cash flow metrics, the strategy seeks to address the social challenge of under-representation of women in senior leadership. We believe: • Taking a long-term view is the single greatest investment edge • Strong management teams that allocate capital appropriately can compound shareholder returns for many years and will outperform broad indices • Concentrated portfolios • Gender diverse companies outperform financially • Engagement drives social change. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | North American Equity |
| Category Index | Morningstar DM Americas GR CAD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 40.00% |
| S&P/TSX Composite TR USD | 60.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Jennifer So | 8.01 yrs |
| Lutz Zeitler | 8.01 yrs |
| Philip Harrington | 8.01 yrs |
| Valentin Padure | 2.11 yrs |
| Jordan Luckock | 2.10 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
| Investment Strategy | |
| The strategy applies both a gender lens and a quality growth strategy. We believe that companies that can generate sustainable compounded growth in cash flow per share will outperform the benchmark in the long term. In addition to assessing financial cash flow metrics, the strategy seeks to address the social challenge of under-representation of women in senior leadership. We believe: • Taking a long-term view is the single greatest investment edge • Strong management teams that allocate capital appropriately can compound shareholder returns for many years and will outperform broad indices • Concentrated portfolios • Gender diverse companies outperform financially • Engagement drives social change. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | North American Equity |
| Category Index | Morningstar DM Americas GR CAD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 40.00% |
| S&P/TSX Composite TR USD | 60.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Jennifer So | 8.01 yrs |
| Lutz Zeitler | 8.01 yrs |
| Philip Harrington | 8.01 yrs |
| Valentin Padure | 2.11 yrs |
| Jordan Luckock | 2.10 yrs |