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About BMO US EQUITY GROWTH MFR FUND ETF SER UNIT
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Inception date
Jun 19, 2023
The fund provides exposure to US large-cap growth companies through a multi-step, multi-factor screening. Such stocks are perceived to have above-average prospects for continued growth that display superior fundamental, technical and quantitative characteristics. From a universe of large-cap US stocks, securities are screened using multiple factors, including price-to-book, price-to-earnings, and price-to-sales, as well as coverage, activity, and returns. Stocks are scored for each factor. The sum of the factors for each stock arrive to the final growth multi-factor rank (MFR) score. From there, the fund selects 50 growth stocks with the highest MFR score, which are equally weighted. Aiming for long-term capital appreciation, the portfolio managers of the actively managed ETF has full discretion to make any buy, sell, and hold decisions at any time.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Consumer Non-Durables
Stock breakdown by region