BMO Covered Call DJIA Hedged to CAD ETF (ZWA.TO)
25.04
-0.24
(-0.95%)
CAD |
TSX |
Apr 25, 14:23
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.65% | 0.07% | 199.84M | 1870.37 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
6.23% | 17.00% | -10.93M | Upgrade |
Basic Info
Investment Strategy | |
BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Asset Management Inc |
Prospectus Benchmark Index | |
DJ Industrial Average Hgd TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 12.46 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
Investment Strategy | |
BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | US Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Asset Management Inc |
Prospectus Benchmark Index | |
DJ Industrial Average Hgd TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 12.46 yrs |