Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% -0.45% 1.540B 142308.1
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.30% 55.04% -179.79M Upgrade

Basic Info

Investment Strategy
BMO Laddered Preferred Share Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index, net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Fixed Income
Category Name Preferred Share Fixed Income
Category Index S&P/TSX Preferred Share TR
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Lad Can Preferred Share TR CAD 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Ariel Liang 0.23 yrs
Sachal Mahajan 0.23 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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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 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
14.55%
-9.87%
2.04%
6.06%
23.76%
-17.66%
7.22%
13.81%
2.60%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
-1.09%
--
--
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6.42%
23.17%
-17.83%
2.89%
15.65%
10.03%
-7.33%
8.87%
5.35%
11.51%
-19.48%
7.19%
8.44%
13.44%
-9.06%
3.35%
5.31%
18.85%
-19.18%
6.24%
12.04%
--
-5.34%
13.83%
7.83%
4.62%
-20.17%
5.34%
2.58%
As of May 03, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.88% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 99.27% Upgrade Upgrade
Other -0.15% Upgrade Upgrade

Basic Info

Investment Strategy
BMO Laddered Preferred Share Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index, net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Fixed Income
Category Name Preferred Share Fixed Income
Category Index S&P/TSX Preferred Share TR
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Lad Can Preferred Share TR CAD 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Ariel Liang 0.23 yrs
Sachal Mahajan 0.23 yrs

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