BMO Tactical Dividend ETF (ZZZD.TO)
28.72
+0.11
(+0.38%)
CAD |
TSX |
May 08, 15:21
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.75% | -0.18% | 182.39M | 1076.47 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
4.18% | 153.8% | -49.94M | Upgrade |
Basic Info
Investment Strategy | |
This fund’s objective is to provide long term capital growth and current income by investing primarily in a diversified portfolio of exchange traded funds that invest in income producing securities. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | High Quality/Limited Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Tactical Balanced |
Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Investments Inc. |
Prospectus Benchmark Index | |
MSCI World NR CAD | 37.50% |
S&P/TSX Composite Dividend TR | 62.50% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Larry Berman | 10.73 yrs |
Performance Versus Category
As of May 07, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 07, 2024.
Basic Info
Investment Strategy | |
This fund’s objective is to provide long term capital growth and current income by investing primarily in a diversified portfolio of exchange traded funds that invest in income producing securities. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | High Quality/Limited Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Tactical Balanced |
Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Global Category Name | Flexible Allocation |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | BMO Investments Inc. |
Prospectus Benchmark Index | |
MSCI World NR CAD | 37.50% |
S&P/TSX Composite Dividend TR | 62.50% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Larry Berman | 10.73 yrs |