Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.11% 6.679M 580.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.75% -- 42.81M Upgrade

Basic Info

Investment Strategy
The BMO ETF seeks to provide a balance of income and long-term capital appreciation by investing, directly or indirectly, in Canadian and U.S. equity securities and debt instruments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset Other Balanced
Peer Group Canadian Neutral Balanced
Global Macro Mixed Asset Other
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
YTD
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.08%
--
--
-0.25%
18.10%
-6.08%
6.91%
11.91%
11.73%
--
--
--
15.05%
-6.44%
6.83%
11.82%
15.51%
--
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--
--
--
--
11.92%
--
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12.16%
As of December 16, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.16%
Stock 60.33%
Bond 38.81%
Convertible 0.00%
Preferred 0.00%
Other -0.31%
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Basic Info

Investment Strategy
The BMO ETF seeks to provide a balance of income and long-term capital appreciation by investing, directly or indirectly, in Canadian and U.S. equity securities and debt instruments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset Other Balanced
Peer Group Canadian Neutral Balanced
Global Macro Mixed Asset Other
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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