Bmo balanced etf fund facts

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Certain of the products and series of securities of a BMO Mutual Fund other than are designed specifically for various categories of investors in a number of different etc and BMO Mutual Fund, unless the securityholder elects in writing that.

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Bloomberg Surveillance 12/29/2023
The BMO Balanced ETF Portfolio's main objective is to achieve a high level of after-tax return, including dividend income and capital gains. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered. BMO Balanced ETF Portfolio A ; NAV / 1-Day Return. / % ; Investment Size. Bil ; TTM Yield. % ; MER. % ; Minimum Initial Investment.

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The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Distribution yields are calculated by using the most recent regular distribution, or expected distribution, which may be based on income, dividends, return of capital, and option premiums, as applicable and excluding additional year end distributions, and special reinvested distributions annualized for frequency, divided by current net asset value NAV. This information is for Investment Advisors only. Please read the prospectus before investing. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years.