Key stats
About BMO ULTRA SHORT TERM BOND ETF CAD UNITS
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Inception date
Jan 28, 2011
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Primary advisor
BMO Investments, Inc.
Distributor
BMO Asset Management Corp.
The fund actively manages an array of ultra-short-term CAD-denominated bonds including corporate, government, provincial and municipal bonds. The fund holds investment grade corporate bond but may add high yield bonds, all with remaining maturities of one year or less. In addition, the fund invests in in floating rate instruments such as floating-rate preferred shares, subject to the rate reset date being no greater than one year and the term being no greater than five years. The portfolio manager rebalances the portfolio accordingly using fundamental analysis, relative strength indicators, and risk adjusted yield expectations.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.