BMO GROWTH ETF CAD UNITSBMO GROWTH ETF CAD UNITSBMO GROWTH ETF CAD UNITS

BMO GROWTH ETF CAD UNITS

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Key stats


Assets under management (AUM)
‪345.99 M‬CAD
Fund flows (1Y)
‪98.05 M‬CAD
Dividend yield (indicated)
1.93%
Discount/Premium to NAV
0.5%

About BMO GROWTH ETF CAD UNITS


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.21%
Home page
Inception date
Feb 15, 2019
Index tracked
No Underlying Index
Management style
Active
The fund aims to provide long-term capital appreciation through a strategic asset allocation strategy. The strategy allocates exposure to global equity and fixed income securities primarily via other BMO ETFs. Equity funds are expected to make up 80% of the holdings as compared to the 20% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, in mutual funds and/or in derivatives. ZGRO s risk profile is based on the BMO ETFs returns and a blend of the returns of 55% MSCI World Total Return Index, 25% S&P TSX Capped Composite Total Return Index and 20% FTSE Canada Universe Bond Index.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.97%
Cash0.03%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.