ZWH.TO
BMO US High Dividend Covered Cal
ZWH.TO
24,61
1,00 Bil. AUM
0,8% Expense Ratio
23,33 NAV
BMO US High Dividend Covered Cal Profile
About BMO US High Dividend Covered Cal
The fund combines a dividend strategy with a covered call options overlay. Its underlying portfolio holds high yielding U.S. dividend equities that are screened for dividend payout sustainability and positive 3-year dividend growth. Underlying portfolio securities are selected and weighted by dividend yield. The fund holds underlying stock positions on this portfolio and writes call options out of the money. The call options, which are either exchange-traded or over-the-counter, are selected based on the option's implied volatility. The funds strategy enables investors to earn call option premiums, which provide limited downside protection.
- Company
- Holdings
- 0
- CUSIP
BMO US High Dividend Covered Cal Sectors
| Industry | Percentage |
|---|---|
| Technology | 25,85% |
| Healthcare | 16,61% |
| Consumer Defensi | 13,36% |
| Financial Servic | 12,61% |
| Consumer Cyclica | 7,98% |
| Industrials | 6,39% |
| Energy | 6,13% |
| Communication Se | 5,17% |
| Utilities | 3,89% |
| Basic Materials | 2,02% |
| Real Estate | 0,00% |