Key stats
About BMO TACTICAL DIVIDEND FUND ETF SERIES UNITS
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Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
BMO Investments, Inc.
The fund seeks long-term capital growth and current income by primarily investing in a portfolio of ETFs that holds income-producing securities. The actively-managed fund uses a mix of fundamental and technical analysis to analyze market trends, and rotate underlying ETFs in order to capitalize on investment opportunities. The fund considers asset class and sector investments based on fundamentals and the economic and markets outlook, while technical indicators are used when implementing portfolio rebalances. Note that the funds target asset mix may be changed over time to reflect the active managers outlook for each asset class. As such, ZZZD may temporarily depart from its investment objectives by holding cash-like instruments, and/or derivatives, such as options, futures, forward contracts and swaps.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Mutual fund
ETF
Bonds, Cash & Other100.00%
Mutual fund72.72%
ETF30.77%
Cash1.17%
Miscellaneous0.24%
Rights & Warrants−4.90%
Top 10 holdings
Dividends
Dividend payout history