Factsheet | January 31, 2021 Performance history 3months Year to date 1year 3years 5years Since inception VGRO Market price return 10.49% -0.02% 9.82% 7.61% — 7.17% VGRO Net asset value (NAV) … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The ETF will invest in broad indexed equity and fixed income ETFs. The BMO Global Infrastructure Index ETF (ZGI) has been designed to replicate, to the extent possible, the performance of the Dow Jones Brookfield Global Infrastructure North American Listed Index (Index), net of expenses. BMO Equity Growth ETF Portfolio Class is an open-end fund incorporated in Canada. The fund invests primarily in a diverse portfolio of global equity exchange traded funds. This process … BMO Tactical Global Growth ETF Fund. The indicated rates of return are the historical compounded total returns including changes in share or unit value and the reinvestment of all dividends or distributions and do not take into account the sales, redemption, distribution, optional charges or income tax payable by the … Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Fund invests in exchange traded funds … The Fund may also invest in or hold securities intended to replicate … The information contained in this website should not be construed as investment and/or tax advice to any party. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds are not guaranteed, their values change frequently … Portfolio Strategy The BMO Growth ETF is designed to provide long-term capital appreciation by investing in global equity and fixed income ETFs. ZGRO is a fund of fund; the management fees charged are reduced by those accrued in the underlying … The Fund invests primarily in exchange-traded funds … BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. The Manager may use a sampling methodology in selecting investments for the Fund. The BMO Equal Weight Utilities Index ETF (ZUT) has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada Utilities Index net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. It is projection/opinion and not a statement of fact. Updated NAV Pricing for BMO Balanced ETF Portfolio Series A - NL (CADFUNDS: BMO703.CF). Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Performance charts for Bmo Growth Etf Portfolio Class Fund (GGFBGL3) including intraday, historical and comparison charts, technical analysis and trend lines. The indicated rates of return are the historical compounded total returns including changes in share or unit value and the reinvestment of all dividends or distributions and do not take into account the sales, redemption, distribution, optional charges or income tax payable by the … Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Portfolio invests primarily in exchange traded funds … The Fund … BMO Growth ETF Portfolio Class (the “Fund”) For the 12-month period ended September 30, 2020 (the “Period”) Manager: BMO Investments Inc. (the “Manager” or “BMOII”) Portfolio manager: BMO Asset Management Inc., Toronto, Ontario (the “portfolio manager”) 2020 Annual Management Report of Fund Performance This annual management report of fund performance contains … This document contains key information … The Growth strategy still has the “Sleep at Night” factor in its DNA, but is the most long-term capital growth focused of the family. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The portfolio seeks to provide long-term growth. The BMO Equal Weight Banks Index ETF (ZEB) has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada Banks Index , net of expenses. This process … The Fund's objective is to provide long term growth. FUND FACTS BMO Growth ETF Portfolio Class Series I July 25, 2013 Manager: BMO Investments Inc. BMO Equity Growth ETF Portfolio Class is an open-end fund incorporated in Canada. It is projection/opinion and not a statement of fact. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. During the Period there were no changes to the Fund that materially … exchange traded funds and other mutual funds based on each underlying fund’s investment objectives and strategies, among other factors. For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Learn more about BMO ETF Portfolios. BMOII has also launched the following new funds: BMO Sustainable Opportunities Canadian Equity Fund – This fund invests in an all-cap portfolio of high-growth … The Fund's objective is to provide long-term growth. This process … The Fund's objective is to provide long-term growth by investing primarily in exchange traded funds … The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. Charting, Tear Sheets, Fund Holdings & more. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. The ETF will rebalance quarterly to strategic index asset allocation weights. The Emerging Market component adds … Where they ‘spiced’ it up a little is with the greater growth ingredient known as Emerging Markets. Once again, a game changer, complete portfolios for about 1/10th the cost of traditional mutual funds. The Portfolio invests primarily in exchange traded funds … Vanguard Growth ETF Portfolio VGRO * The Objective Vanguard Growth ETF Portfolio seeks to provide long-term capital growth by investing in equity and fixed income securities. It is projection/opinion and not a statement of fact. BMO Growth ETF Portfolio Class is an open-end fund incorporated in Canada. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Exchange traded funds are not … Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The BMO MSCI Emerging Markets Index ETF (ZEM) has been designed to replicate, to the extent possible, the performance of the MSCI Emerging Markets Index, net of expenses. Please read the fund facts, ETF facts or prospectus of the relevant mutual fund before investing. The portfolio seeks to provide long-term growth. BMO Equity Growth ETF Portfolio is an open-end fund incorporated in Canada. Investments should be evaluated relative to the individual's investment objectives. The Fund invests in emerging markets equity. The Fund invests in and holds the Constituent Securities of the Index in the same … This website is intended for informational purposes only. Overview: BMO ETF Portfolios / 3:25. The ETF will invest in broad indexed equity and fixed income ETFs. ZGRO is a fund of fund; the management fees charged are reduced by those accrued in the … It is projection/opinion and not a statement of fact. Get information about the top portfolio holding of the BMO Income ETF Portfolio A (0P0000ZACV) fund - including stock holdings, annual turnover, top 10 … Charting, Tear Sheets, Fund Holdings & more. The BMO Growth ETF (ZGRO) is designed to provide long-term capital appreciation by investing in global equity and fixed income ETFs. Portfolio overview for BMO Managed Growth Fund 1 Inc (GB0033141739) plus latest price and performance data, dividend information, expert insights and more 06/15–2778 • 602E (2016/06/21) BMO GIF Administrative and Services Office 250Yonge Street, 9th Floor,Toronto, ON M5B 2M8 1-855-639-3867 ClientServices.BMOLifeGIF@bmo.com C63770 BMO … BMO Growth ETF Portfolio (the “Fund”) For the 12-month period ended September 30, 2020 (the “Period”) Manager: BMO Investments Inc. (the “Manager” or “BMOII”) Portfolio manager: BMO Asset Management Inc., Toronto, Ontario (the “portfolio manager”) 2020 Annual Management Report of Fund Performance This annual management report of fund performance contains … BMO USD ETF Portfolios are built with the same expertise as the seven year-old BMO ETF Portfolios, and now provide U.S. dollar versions of the Income, Conservative and Balanced portfolios. The BMO Clean Energy Index ETF (ZCLN) has been designed to replicate, to the extent possible, the performance of the S&P Global Clean Energy Index, net of expenses. Please read the fund facts, ETF facts or prospectus of the relevant mutual fund before investing. This process … Please read the prospectus before investing. Effective August 12, 2013, shares of Series I are only available for purchase through non-registered accounts and are not available for purchase through registered plans, except for certain previously established continuous savings plans. It is projection/opinion and not a statement of fact. Updated NAV Pricing for BMO Growth ETF Portfolio Series A - NL (CADFUNDS: BMO704.CF). The Fund captures mega-trends by investing in stocks that have high exposure to the following disruptive innovation themes: autonomous technology & industrial, genomic, fin tech, and next generation internet. ® Registered trade-markof Bankof Montreal, used under licence. BMO Growth ETF Portfolio is an open-end fund incorporated in Canada. Fund Facts | MAY 2020 BMO Guaranteed Investment Funds Fund Facts BMO1 Guaranteed Investment Funds. The ETF will rebalance quarterly to strategic index asset allocation weights. The Fund captures the clean energy mega trend by investing in companies that are involved in clean energy related businesses. The statements and statistics … This process … Comparable all-in-one growth ETFs are the iShares Core Growth ETF portfolio and BMO Growth ETF (ZGRO). BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. The fees are a competitive .20% MER. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. If we look back to the fund fact sheets we see that the portfolios all use 7 BMO ETFs. Please read the fund facts or prospectus before investing. Performance charts for BMO Equity Growth ETF Portfolio Fund (BMOEGTL) including intraday, historical and comparison charts, technical analysis and trend lines. Risk The risks associated with an investment in the Fund remain as disclosed in the Fund’s most recent simplified prospectus or any amendments thereto and fund facts. 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