BMO Growth ETF Portfolio G (0P0001CP8D.TO)
Toronto - Toronto Delayed price. Currency in CAD
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BMO Growth ETF Portfolio G
100 King Street West
43rd Floor
+1 8003611392
Management information
,Lead manager since 31 August 2014
Steve has 20 yrs’ experience in the investment industry, and currently serves as an investment strategist, focussing primarily on the asset allocation of BMO AM's fund of fund solutions. Steve has had senior roles in sales and product development, most recently as Vice President, Equity Strategies with BMO Investments Inc.. Steve holds an Honours BA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyBMO Investments Inc.
Net assets3.55B
YTD return8.08%
Yield1.61%
Morningstar rating★★★★
Inception date11 Aug 2013
Fund operations
Last dividend0.22
Last cap gainN/A
Holdings turnover32.56%
Average for categoryN/A
Fees and expenses
Expense0P0001CP8D.TOCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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