BMO Long Short US Equity ETF (ZLSU.TO)
36.90
-0.15
(-0.40%)
CAD |
TSX |
Jun 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.73% | 0.01% | 42.43M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.87% | 106.6% | 34.95M | Upgrade |
Basic Info
| Investment Strategy | |
| BMO Long Short US Equity ETF seeks to provide income and long-term capital appreciation, primarily by taking long and short positions in equity securities issued by US companies. BMO Long Short US Equity ETF will also invest excess cash in fixed income instruments or 15 exposures. BMO Long Short US 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/Growth |
| Fixed Income Style | High Quality/Limited Sensitivity |
| 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
As of June 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 25, 2024.
Basic Info
| Investment Strategy | |
| BMO Long Short US Equity ETF seeks to provide income and long-term capital appreciation, primarily by taking long and short positions in equity securities issued by US companies. BMO Long Short US Equity ETF will also invest excess cash in fixed income instruments or 15 exposures. BMO Long Short US 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/Growth |
| Fixed Income Style | High Quality/Limited Sensitivity |
| 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 |