Key stats
About BMO US EQUITY VALUE MFR FUND ETF SER UNITS
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Inception date
Jun 23, 2023
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
BMO Investments, Inc.
The fund provides exposure to US large-cap companies deemed to be priced below their intrinsic value through a multi-step, multi-factor screening. Such stocks are perceived to be undervalued based on criteria such as assets, earnings and cash flow. From a universe of large-cap US stocks, securities are screened using multiple factors, such as volatility, price, as well as coverage, activity, and returns. Stocks are scored for each factor. The sum of the factors for each stock arrive to the final value multi-factor rank (MFR) score. From there, the fund selects 50 value stocks with the highest MFR score, which are equally weighted. Aiming for long-term capital appreciation, the portfolio managers of the actively managed ETF has full discretion to make any buy, sell, and hold decisions at any time.
Classification
What's in the fund
Exposure type
Consumer Non-Durables
Health Technology
Technology Services
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.