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Bank of Montreal (BNKD)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/04/2025: BNKD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -23.44% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.42 - 56.76 | Updated Date - |
52 Weeks Range 19.42 - 56.76 | Updated Date - |
Upturn AI SWOT
Bank of Montreal
ETF Overview
Overview
Bank of Montreal is a financial institution offering various ETF products focused on different sectors and asset classes. Specific details depend on the individual ETF product.
Reputation and Reliability
Bank of Montreal has a solid reputation as a reputable financial institution with a long history.
Management Expertise
Bank of Montreal has extensive expertise in asset management and investment strategy, supported by a team of experienced professionals.
Investment Objective
Goal
Varies based on the specific ETF; generally aims for capital appreciation, income generation, or tracking a specific benchmark.
Investment Approach and Strategy
Strategy: Varies; could involve tracking an index, active management, or sector-specific investing.
Composition Varies depending on the ETF's focus; includes stocks, bonds, or other assets.
Market Position
Market Share: Data unavailable; Market share varies depending on the specific ETF and the sector it operates in.
Total Net Assets (AUM): Data unavailable; AUM varies depending on the specific ETF product.
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, with many established players. Bank of Montreal competes with larger firms. Bank of Montreal needs to offer innovative products or competitive fees. Disadvantage of Bank of Montreal is brand name recognition compared to competitors.
Financial Performance
Historical Performance: Historical data varies. Please check ETF's factsheet or financial data providers.
Benchmark Comparison: Varies depending on the ETF's benchmark. This comparison can be made once the symbol is specified.
Expense Ratio: Varies; expense ratio varies depending on the specific ETF product.
Liquidity
Average Trading Volume
Average trading volume data varies and can be found on financial data websites.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF and its trading volume at any given time.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, interest rates, and global market conditions impact Bank of Montreal ETFs.
Growth Trajectory
Growth trajectory varies, but there is usually growth in assets based on new market conditions and adoption by investors
Moat and Competitive Advantages
Competitive Edge
Bank of Montreal benefits from its established reputation. It has a broad distribution network in Canada. The Bank's specific competitive advantage depends on the individual ETF's focus and differentiation. Its competitive edge is limited in the US. Bank of Montreal needs to build a strong reputation in the United States market.
Risk Analysis
Volatility
Volatility depends on the underlying assets of the specific ETF product. Refer to volatility metrics for specific ETFs.
Market Risk
Specific risks include market volatility, interest rate risk, credit risk, and sector-specific risks depending on the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the ETF's focus (conservative, aggressive, long-term, or short-term trader).
Market Risk
Suitability depends on the investment strategy and risk tolerance of the investor.
Summary
Bank of Montreal provides a range of ETFs. Each ETF has a different focus and strategy. Its competitive advantage relies on innovation. Investors should do proper research before investing. Consider factors like risk tolerance and investment timeline.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
Data is for informational purposes only and not financial advice. Consult a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bank of Montreal
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The ETNs are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged inverse participation in the performance of the index, compounded daily, less a Daily Financing Charge, the Daily Investor Fee and, if applicable, the Redemption Fee Amount.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.