ETF-Based Mutual Funds

Popular BMO ETFs – now available as mutual funds

The benefits of ETF-based mutual funds

You can now access a selection of our popular ETFs as mutual funds.

Because having choices is important.

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Lower costs

ETF-based mutual funds tend to charge lower fees than many other investments

Daily Net Asset Value (NAV)

Mutual funds have end-of-day pricing and no bid/ask spread

Accessibility

You may purchase a mutual fund investment from as little as $500, with subsequent purchase increments of $50

Simple transactability

A mutual fund structure allows you to set up of automatic pre-authorised contributions or systematic withdrawal plans

Our line up of ETF-based mutual funds is growing

BMO Covered Call Energy ETF Fund

Exposure to equities of energy and energy-related companies, with a covered call option overlay

BMO Covered Call Utilities ETF Fund

Exposure to equities of utility companies, with a covered call option overlay

BMO Ultra Short-Term Bond ETF Fund

A diversified mix of fixed income securities with a term to maturity of less than one year

ETF-based mutual funds to meet investors' evolving needs

Fixed income ETF-based mutual funds
Low volatility ETF-based mutual funds
Growth ETF-based mutual funds

Start investing

Financial advisors, please contact your regional wholesalers, or call us on 1-800-668-7327

If you are an investor, please download the brochure above and contact your financial advisor to start investing.

ETF-based mutual funds FAQs

What is an ETF-based mutual fund?
What is the difference between an ETF and an ETF-based mutual fund?
Can you use ETF-based mutual funds in registered accounts?

Disclaimers

Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the fund facts, ETF facts or prospectus of the relevant mutual fund before investing.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination.

 

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus.  ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss.  Distributions are not guaranteed and are subject to change and/or elimination.

 

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

 

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 under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.

 

This material is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

 

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