ducovest

ZGRO:CA:TSX-BMO Growth ETF (CAD)

ETF | Global Equity Balanced |

Last Closing

CAD 44.43

Change

-0.03 (-0.07)%

Market Cap

CAD 0.33B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The BMO Growth ETF is designed to provide long-term capital appreciation by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to strategic index asset allocation weights. The ETF will invest in broad indexed equity and fixed income ETFs. ZGRO is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio

N/A

 CAD 5.85B
XGRO:CA iShares Core Growth ETF Portfo..

N/A

 CAD 2.61B
HBAL:CA Global X Balanced Asset Alloca..

N/A

 CAD 0.15B
PLV:CA Invesco Low Volatility Portfol..

-0.05 (-0.20%)

 CAD 0.02B

ETFs Containing ZGRO:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.63% 90% A- 62% D
Dividend Return 1.70% 70% C- 42% F
Total Return 16.33% 90% A- 61% D-
Trailing 12 Months  
Capital Gain 23.76% 90% A- 64% D
Dividend Return 2.45% 50% F 42% F
Total Return 26.21% 90% A- 63% D
Trailing 5 Years  
Capital Gain 42.63% 30% F 64% D
Dividend Return 10.59% 63% D 43% F
Total Return 53.23% 70% C- 63% D
Average Annual (5 Year Horizon)  
Capital Gain 6.40% N/A N/A 60% D-
Dividend Return 8.29% N/A N/A 61% D-
Total Return 1.90% N/A N/A 54% F
Risk Return Profile  
Volatility (Standard Deviation) 10.66% N/A N/A 81% B-
Risk Adjusted Return 77.78% N/A N/A 88% B+
Market Capitalization 0.33B 50% F 53% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.