BMO U.S. Equity Growth MFR Fund ETF Series (ZUGE.TO)
20.62
-1.36
(-6.19%)
CAD |
NEO |
Mar 21, 14:38
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.48% | -- | 2.882M | -- |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.52% | -- | 1.053M | Upgrade |
Basic Info
| Investment Strategy | |
| This fund's objective is to provide long-term capital growth by investing primarily in equity securities of U.S. companies that offer above average prospects for growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | U.S. Equity |
| Global Macro | Equity North America |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 10, 2025.
*Indicates data for the year is incomplete.
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.83% |
| Stock | 99.17% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Basic Info
| Investment Strategy | |
| This fund's objective is to provide long-term capital growth by investing primarily in equity securities of U.S. companies that offer above average prospects for growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | U.S. Equity |
| Global Macro | Equity North America |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |