ZGDV – BMO Global Dividend Opportunities ActETF – ETF Investment Strategy | Morningstar

Morningstar

Strategy

This fund’s objective is to increase the value of your investment over the long term by investing primarily in equity securities of companies from around the world that pay dividends or that are expected to pay dividends.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ZGDV	BMO Global Dividend Opportunities Active ETF Series	ETF	Open			May 30, 2023	CA$1.94M	—	Above Average	—	−CA$11,747.18
—	BMO Global Dividend Opportunities Fund Series A	—	Open			Nov 27, 2000	CA$26.39M	—	Low	CA$500	−CA$849,212.32
—	BMO Global Dividend Opportunities Fund Advisor Series	—	Open	—		Nov 3, 2008	$30.05M	—	Low	—	—
—	BMO Global Dividend Opportunities Fund Advisor Series	—	Open			Nov 3, 2008	CA$41.98M	—	Low	CA$500	CA$578,847.61
—	BMO Global Dividend Opportunities Fund Series F	—	Open	—		Nov 11, 2009	$59.17M	—	Below Average	—	—
—	BMO Global Dividend Opportunities Fund Series F	—	Open			Nov 11, 2009	CA$82.65M	—	Below Average	CA$500	CA$20.42M
—	BMO Global Dividend Opportunities Fund Series T5	—	Open			Nov 11, 2009	CA$6.66M	—	Low	CA$500	−CA$157,059.33
—	BMO Global Dividend Opportunities Fund Series T5	—	Open	—		Nov 11, 2009	$4.76M	—	Low	—	—
—	BMO Global Dividend Opportunities Fund Series G	—	Open	—	—	Aug 31, 2026	CA$747,819.00	—	—	$500	—

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