Data as of: Sept. 18, 2026
ZGRO (BMO Growth ETF) is an Asset Allocation ETF from BMO, listed on the TSX. It holds 80% stocks / 20% bonds. The fund has a management expense ratio (MER) of 0.18% and quarterly distributions.
| Period | Return |
|---|---|
| 1 Month | 1.40% |
| 3 Months | 2.08% |
| 6 Months | 7.53% |
| YTD | 12.39% |
| 1 Year | 19.84% |
| 3 Years | — |
| 5 Years | 69.23% |
| 10 Years | — |
| Since Inception | 130.65% |
| Period | Return |
|---|---|
| 1 Year | 19.84% |
| 2 Years | — |
| 3 Years | 18.05% |
| 5 Years | 10.65% |
| 10 Years | — |
| Since Inception | 11.71% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 16.44% | 20.49% | 14.65% | -10.53% | 14.87% | 10.66% |
Performance as of: 2026-08-31
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
C
Canadian Government Bond . 0.…
Government Bonds
|
— |
9.53%
|
|
2
|
B
BMO US Aggregate Bond Index E…
Other
|
ZUAG/F |
5.82%
|
|
3
|
N
NVIDIA Corporation
Technology
|
NVDA |
2.95%
|
|
4
|
A
Apple Inc.
Technology
|
AAPL |
2.57%
|
|
5
|
M
Microsoft Corporation
Technology
|
MSFT |
2.08%
|
|
6
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
1.58%
|
|
7
|
A
Amazon.com, Inc.
Consumer Discretionary
|
AMZN |
1.40%
|
|
8
|
T
The Toronto-Dominion Bank
Financials
|
TD |
1.11%
|
|
9
|
A
Alphabet Inc. Cl A
Communication Services
|
GOOGL |
1.10%
|
|
10
|
T
Taiwan Semiconductor Manufact…
Technology
|
2330 |
1.03%
|
|
11
|
S
Shopify Inc.
Technology
|
SHOP |
0.99%
|
|
12
|
B
Broadcom Inc.
Technology
|
AVGO |
0.97%
|
|
13
|
A
Alphabet Inc. Cap Stk Cl C
Communication Services
|
GOOG |
0.88%
|
|
14
|
M
Meta Platforms, Inc.
Communication Services
|
META |
0.69%
|
|
15
|
I
iShares Core MSCI EAFE ETF
Other
|
IEFA |
0.69%
|
Showing top 15 holdings