Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.61% 0.08% 523.28M 21039.20
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.50% 45.11% -29.21M Upgrade

Basic Info

Investment Strategy
BMO Equal Weight REITs Index ETF seeks to replicate, to the extent possible, the performance of an equal weight Canadian REITs index, net of expenses. Currently, the fund seeks to replicate the performance of the Solactive Equal Weight Canada REIT Index.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Real Estate Equity
Category Index Morningstar DM REIT NR CAD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Equal Weight CAN REIT TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 13.88 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 April 24, 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
14.36%
3.36%
25.86%
-7.72%
34.05%
-17.74%
0.92%
-4.33%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.79%
--
--
--
-6.72%
33.69%
-17.12%
0.94%
-3.54%
3.30%
2.93%
14.91%
-9.40%
28.99%
-21.75%
7.58%
-2.81%
9.94%
1.87%
21.13%
-12.22%
35.57%
-22.68%
9.25%
-4.06%
11.72%
3.93%
22.86%
-6.86%
34.34%
-20.74%
5.38%
-3.55%
As of April 24, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.46% Upgrade Upgrade
Stock 99.76% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other -0.22% Upgrade Upgrade

Basic Info

Investment Strategy
BMO Equal Weight REITs Index ETF seeks to replicate, to the extent possible, the performance of an equal weight Canadian REITs index, net of expenses. Currently, the fund seeks to replicate the performance of the Solactive Equal Weight Canada REIT Index.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Real Estate Equity
Category Index Morningstar DM REIT NR CAD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
Solactive Equal Weight CAN REIT TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 13.88 yrs

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