Bmo Etf Fundamentals
BMO fundamentals help investors to digest information that contributes to BMO's financial success or failures. It also enables traders to predict the movement of BMO Etf. The fundamental analysis module provides a way to measure BMO's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BMO etf.
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BMO ETF One Year Return Analysis
BMO's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current BMO One Year Return | 65.47 % |
Most of BMO's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BMO is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, BMO has an One Year Return of 65%. This is much higher than that of the Microsectors family and significantly higher than that of the Miscellaneous Sector category. The one year return for all United States etfs is notably lower than that of the firm.
BMO One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BMO's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of BMO could also be used in its relative valuation, which is a method of valuing BMO by comparing valuation metrics of similar companies.BMO is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for BMO
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides BMO's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
BMO Fundamentals
| Total Asset | 48.94 M | |||
| One Year Return | 65.47 % | |||
| Net Asset | 48.94 M | |||
| Equity Positions Weight | 100.00 % |
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Other Tools for BMO Etf
When running BMO's price analysis, check to measure BMO's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BMO is operating at the current time. Most of BMO's value examination focuses on studying past and present price action to predict the probability of BMO's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BMO's price. Additionally, you may evaluate how the addition of BMO to your portfolios can decrease your overall portfolio volatility.
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