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BMO Growth ETF Portfolio GIF 75/75 Cl F (0P0001DEPI.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.09-0.06 (-0.43%)
As of 04:00PM EDT. Market open.

BMO Growth ETF Portfolio GIF 75/75 Cl F

BMO Life Assurance Co

Management Information
,Lead Manager since June 20, 2016
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyBMO Insurance
Net Assets64.56M
YTD Return6.92%
Yield0.00%
Morningstar Rating★★★★
Inception DateNov 19, 2023

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover6.38%
Average for CategoryN/A

Fees & Expenses

Expense0P0001DEPI.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