Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.83% 0.27% 69.40M 683.73
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.51% 353.8% -23.29M Upgrade

Basic Info

Investment Strategy
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name BMO Investments Inc.
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Paul Vendrinsky 5.33 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
23.89%
0.88%
15.56%
-1.64%
3.09%
6.28%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.79%
--
-11.41%
25.41%
1.63%
21.13%
-5.66%
20.06%
7.32%
--
--
29.04%
1.85%
18.08%
-5.30%
17.40%
1.87%
10.05%
-4.87%
31.48%
4.57%
20.97%
-0.41%
3.36%
7.43%
7.13%
-5.99%
28.49%
11.43%
18.29%
-11.56%
17.13%
5.84%
As of April 24, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.70% Upgrade Upgrade
Stock 99.30% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name BMO Investments Inc.
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Paul Vendrinsky 5.33 yrs

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