BMO-Fixed Income ETF Portfolio

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



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

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


Min. Investment amount 100
if 000000 invested every month for 0 year

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

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.