The Fund's objective is to provide long-term growth by investing primarily in exchange traded funds … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The fees are a competitive .20% MER. BMO Equity Growth ETF Portfolio Class is an open-end fund incorporated in Canada. It is projection/opinion and not a statement of fact. 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 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 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. The Manager may use a sampling methodology in selecting investments for the Fund. Please read the fund facts, ETF facts or prospectus of the relevant mutual fund before investing. 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 … It is projection/opinion and not a statement of fact. 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. Where they ‘spiced’ it up a little is with the greater growth ingredient known as Emerging Markets. The Fund invests in emerging markets equity. If we look back to the fund fact sheets we see that the portfolios all use 7 BMO ETFs. Mutual funds are not guaranteed, their values change frequently … 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. ® Registered trade-markof Bankof Montreal, used under licence. BMO Tactical Global Growth ETF Fund. 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. 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) … Fund Facts | MAY 2020 BMO Guaranteed Investment Funds Fund Facts BMO1 Guaranteed Investment Funds. FUND FACTS BMO Growth ETF Portfolio Class Series I July 25, 2013 Manager: BMO Investments Inc. 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 … The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. The Fund invests primarily in exchange-traded funds … This process … 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. Investments should be evaluated relative to the individual's investment objectives. ZGRO is a fund of fund; the management fees charged are reduced by those accrued in the underlying … The information contained in this website should not be construed as investment and/or tax advice to any party. Learn more about BMO ETF Portfolios. Comparable all-in-one growth ETFs are the iShares Core Growth ETF portfolio and BMO Growth ETF (ZGRO). Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. 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