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BMO Growth ETF ZGRO

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZGRO

Will ZGRO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZGRO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZGRO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZGRO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A simple design leans on the firm’s strengths.

Associate Analyst Michael Dobson

Michael Dobson

Associate Analyst

Summary

BMO’s set of four allocation exchange-traded funds matches up well against other global balanced peers. It leverages the firm’s prowess in the ETF space to deliver basic but effective risk options with few moving parts.

by Michael Dobson
Rated on Published on

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Portfolio Holdings ZGRO

More ZGRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BMO S&P 500 ETF (CAD)

36.24 97.2 Mil
—

BMO S&P/TSX Capped Composite ETF

19.93 53.4 Mil
—

BMO MSCI EAFE ETF

15.86 42.5 Mil
—

BMO Aggregate Bond ETF

13.26 35.6 Mil
—

BMO MSCI Emerging Markets ETF

5.92 15.9 Mil
—

BMO US Aggregate Bond ETF Hedged Units

5.64 15.1 Mil
—

BMO S&P US Mid Cap ETF

2.29 6.2 Mil
—

BMO S&P US Small Cap ETF

0.89 2.4 Mil
—

Canadian Dollar

0.01 22,576
Cash and Equivalents

Other Assets And Liabilities

−0.02 −62,466
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