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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.83% -0.20% 31.41M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.06% -- -11.85M Upgrade

Basic Info

Investment Strategy
This fund's objective is to provide long-term capital growth by investing primarily in equity securities of companies involved in disruptive innovation from around the world.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Growth
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025 *
--
--
--
--
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65.31%
17.14%
20.61%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
9.63%
--
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--
--
--
89.69%
55.27%
26.60%
-5.19%
19.54%
21.39%
15.69%
-9.09%
14.57%
31.60%
8.04%
--
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--
--
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58.65%
3.79%
As of January 11, 2026. *Indicates data for the year is incomplete.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.96%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
This fund's objective is to provide long-term capital growth by investing primarily in equity securities of companies involved in disruptive innovation from around the world.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Growth
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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