ZGRO – BMO Growth ETF – ETF Investment Strategy | Morningstar

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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. The Fund may, from time to time, invest a portion of its assets directly in equity securities, debt instruments, and/or cash.

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
ZGRO	BMO Growth ETF	ETF	Open			Feb 12, 2019	CA$821.69M	—	Low	—	CA$199.68M
ZGRO.T	BMO Growth ETF (Fixed Percentage Distribution Units)	ETF	Open			Jan 23, 2023	CA$51.19M	—	Low	—	CA$14.87M

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