iMarche
BMO-Fixed Income ETF Portfolio
Investment Outlook:
Simple, all-in-one investment solution that saves you valuable time Diversified portfolio of ETFs combined in a single mutual fund
Portfolio that targets a potential maximum return for a given level of risk
It can be used as a core holding in your portfolio
Lower cost structure than other portfolio solutions
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.00% | 1.98% | 0.00% | 6.04% | 1.98% | - | 1.42% | 2.50% | 0.00% | 0.00% |
ASSET ALLOCATION
| Fixed Income | 90.20% |
| equity | 5.20% |
| cash | 2.40% |
| other | 1.50% |
BOND TYPE ALLOCATION
| Corporate Notes/Bonds | 48.60% |
| Govt. Agency Notes/Bonds | 31.40% |
| Provincial/Municipal Bonds | 19.50% |
| ABS | 0.30% |
| Fixed Income Other | 0.10% |
| Convertible Bond | 0.10% |
TOP HOLDINGS
| BMO Aggregate Bond Index ETF | 48.50% |
| BMO Short Corporate Bond Index ETF | 9.40% |
| BMO Long Federal Bond Index ETF | 9.00% |
| BMO Short Federal Bond Index ETF | 6.30% |
| BMO Mid Corporate Bond Index ETF | 4.70% |
| BMO Core Plus Bond Fund ETF Series | 3.30% |
| BMO S&P 500 Index ETF | 3.20% |
| BMO S&P/TSX Capped Composite Index ETF | 2.30% |
| BMO Floating Rate High Yield ETF | 1.60% |
| BMO Emerging Markets Bond Hedged to CAD Index ETF | 1.40% |
TAX IMPLICATIONS
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
Other Details
| MER | - |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
Estimated Returns
0000000000
with 00 % annual returns
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.00% | 1.98% | 0.00% | 6.04% | 1.98% | - | 1.42% | 2.50% | 0.00% | 0.00% |
ASSET ALLOCATION
| Fixed Income | 90.20% |
| equity | 5.20% |
| cash | 2.40% |
| other | 1.50% |
BOND TYPE ALLOCATION
| Corporate Notes/Bonds | 48.60% |
| Govt. Agency Notes/Bonds | 31.40% |
| Provincial/Municipal Bonds | 19.50% |
| ABS | 0.30% |
| Fixed Income Other | 0.10% |
| Convertible Bond | 0.10% |
TOP HOLDINGS
| BMO Aggregate Bond Index ETF | 48.50% |
| BMO Short Corporate Bond Index ETF | 9.40% |
| BMO Long Federal Bond Index ETF | 9.00% |
| BMO Short Federal Bond Index ETF | 6.30% |
| BMO Mid Corporate Bond Index ETF | 4.70% |
| BMO Core Plus Bond Fund ETF Series | 3.30% |
| BMO S&P 500 Index ETF | 3.20% |
| BMO S&P/TSX Capped Composite Index ETF | 2.30% |
| BMO Floating Rate High Yield ETF | 1.60% |
| BMO Emerging Markets Bond Hedged to CAD Index ETF | 1.40% |
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
| MER | - |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |