BMO Covered Call Energy ETF (ZWEN.TO)
31.55
+0.17
(+0.54%)
CAD |
TSX |
Apr 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% | -0.18% | 41.03M | 4225.80 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
8.05% | 220.2% | 25.45M | Upgrade |
Basic Info
Investment Strategy | |
BMO Covered Call Energy ETF seeks to provide exposure to the performance of a portfolio of energy and energy related companies, which may include clean energy (i.e., renewable energy) companies, to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | Energy Equity |
Category Index | Morningstar Gbl Oil&Gas EandP GR CAD |
Global Category Name | Energy Sector Equity |
YCharts Categorization | Energy Equity |
YCharts Benchmark | S&P 1500 Energy (Sector) Total Return (^SP15NRGSTR) |
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 | 1.19 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 Energy ETF seeks to provide exposure to the performance of a portfolio of energy and energy related companies, which may include clean energy (i.e., renewable energy) companies, to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | Energy Equity |
Category Index | Morningstar Gbl Oil&Gas EandP GR CAD |
Global Category Name | Energy Sector Equity |
YCharts Categorization | Energy Equity |
YCharts Benchmark | S&P 1500 Energy (Sector) Total Return (^SP15NRGSTR) |
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 | 1.19 yrs |