Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.73% 1.42% 11.24M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.67% 52.56% 10.05M Upgrade

Basic Info

Investment Strategy
BMO Long Short Canadian Equity ETF seeks to provide income and long-term capital appreciation, primarily by taking long and short positions in equity securities issued by Canadian companies. BMO Long Short Canadian Equity ETF will also invest excess cash in fixed income instruments or exposures. BMO Long Short Canadian Equity ETF may employ leverage to enhance returns, whereby the sum of long and short equity exposures will generally exceed 100%.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Alternative
Category Name Alternative Equity Focused
Category Index --
Global Category Name Long/Short Equity
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 0.71 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 14, 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
--
--
--
--
--
--
--
--
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.68%
--
--
--
--
--
--
--
14.10%
12.43%
-6.15%
4.86%
-6.65%
11.27%
-5.56%
4.04%
10.58%
--
--
--
2.67%
25.26%
1.40%
7.67%
6.66%
--
--
--
--
--
--
15.68%
12.14%
As of June 14, 2024.

Asset Allocation

As of April 30, 2024.
Type % Net % Long % Short
Cash 1.34% Upgrade Upgrade
Stock 58.18% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.42% Upgrade Upgrade
Other 40.07% Upgrade Upgrade

Basic Info

Investment Strategy
BMO Long Short Canadian Equity ETF seeks to provide income and long-term capital appreciation, primarily by taking long and short positions in equity securities issued by Canadian companies. BMO Long Short Canadian Equity ETF will also invest excess cash in fixed income instruments or exposures. BMO Long Short Canadian Equity ETF may employ leverage to enhance returns, whereby the sum of long and short equity exposures will generally exceed 100%.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Alternative
Category Name Alternative Equity Focused
Category Index --
Global Category Name Long/Short Equity
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 0.71 yrs

Top Portfolio Holders

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