Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 1.40% 13.23M 153.17
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.96% 55.35% -16.40M Upgrade

Basic Info

Investment Strategy
BMO Equal Weight US Health Care Index ETF seeks to replicate, to the extent possible, the performance of an equal-weight United States large-cap health care index, net of expenses. Currently, BMO Equal Weight US Health Care Index ETF seeks to replicate the performance of the Solactive Equal Weight US Health Care Index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Equal Weight US HC TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Rob Bechard 5.14 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
17.53%
16.84%
-9.75%
-2.08%
2.71%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.78%
--
-4.67%
20.30%
27.23%
15.00%
-13.61%
-11.83%
6.84%
25.34%
-2.86%
26.00%
21.65%
15.42%
-15.64%
-1.74%
-2.19%
--
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--
--
--
-26.26%
-12.79%
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--
--
--
--
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3.83%
As of April 25, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.14% Upgrade Upgrade
Stock 99.94% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other -0.08% Upgrade Upgrade

Basic Info

Investment Strategy
BMO Equal Weight US Health Care Index ETF seeks to replicate, to the extent possible, the performance of an equal-weight United States large-cap health care index, net of expenses. Currently, BMO Equal Weight US Health Care Index ETF seeks to replicate the performance of the Solactive Equal Weight US Health Care Index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Equal Weight US HC TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Rob Bechard 5.14 yrs

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