ZBAL – BMO Balanced ETF – ETF Investment Strategy

Strategy

The Fund seeks to provide income and capital appreciation by investing primarily in one or more Underlying Funds that provide exposure to a diversified portfolio of equity securities and debt instruments of issuers anywhere in the world.

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
ZBAL	BMO Balanced ETF	ETF	Open			Feb 12, 2019	CA$742.00M	—	Low	—	CA$263.38M
ZBAL.T	BMO Balanced ETF (Fixed Percentage Distribution Units)	ETF	Open			Jan 24, 2022	CA$116.13M	—	Low	—	CA$34.71M

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BMO Balanced ETF ZBAL Strategy

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