ZMI.U – BMO Monthly Income ETF USD – ETF Investment Strategy | Morningstar

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Strategy

The Fund seeks to provide monthly distributions and modest capital appreciation by investing primarily in one or more Underlying Funds that provide exposure to a diversified portfolio of income-producing investments including 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
ZMI	BMO Monthly Income ETF	ETF	Open			Jan 28, 2011	CA$254.92M	—	Below Average	—	CA$52.35M
ZMI.U	BMO Monthly Income ETF (USD Units)	ETF	Open			Jan 24, 2022	$7.26M	—	Below Average	—	$1.73M

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