Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% -0.26% 266.48M 11067.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.15% 3.45% 61.63M Upgrade

Basic Info

Investment Strategy
BMO Growth ETF seeks to provide the potential for long-term capital appreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Equity Balanced
Category Index Morningstar Can Eq Gbl Tgt Alloc NR CAD
Global Category Name Aggressive Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
FTSE Canada Universe Bond 20.00%
MSCI World GR CAD 55.00%
S&P/TSX Capped Composite TR CAD 25.00%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 5.14 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
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--
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As of April 29, 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
--
--
--
10.83%
14.99%
-10.59%
14.63%
5.90%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.30%
--
--
--
--
--
-8.80%
16.92%
9.41%
--
--
--
10.25%
10.40%
-11.11%
12.61%
3.79%
11.46%
-6.45%
18.05%
11.58%
15.26%
-11.06%
15.07%
6.17%
--
--
17.77%
10.88%
14.82%
-11.17%
14.83%
5.80%
As of April 29, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.18% Upgrade Upgrade
Stock 81.52% Upgrade Upgrade
Bond 18.22% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.01% Upgrade Upgrade
Other 0.07% Upgrade Upgrade

Basic Info

Investment Strategy
BMO Growth ETF seeks to provide the potential for long-term capital appreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Equity Balanced
Category Index Morningstar Can Eq Gbl Tgt Alloc NR CAD
Global Category Name Aggressive Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name BMO Asset Management Inc
Prospectus Benchmark Index
FTSE Canada Universe Bond 20.00%
MSCI World GR CAD 55.00%
S&P/TSX Capped Composite TR CAD 25.00%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 5.14 yrs

Top Portfolio Holders

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