BMO Announces Changes to Certain BMO ETFs and BMO Mutual Funds - Bank of Montreal (NYSE:BMO)

Core Viewpoint - BMO Asset Management Inc. and BMO Investments Inc. announced changes in portfolio management for certain BMO Exchange Traded Funds (ETFs) and BMO Mutual Funds, effective October 28, 2025, and January 30, 2026, respectively [1][2][3]. Group 1: Management Changes - BMO Capital Markets Corp. and Brian Belski will cease to act as sub-advisors for specified BMO ETFs and Mutual Funds, while BMO Asset Management Inc. will remain as the portfolio adviser and manager [2][3]. - Fullgoal Asset Management (HK) Limited will replace Polen Capital HK Limited as the portfolio manager of the BMO Greater China Fund, effective on or about January 30, 2026 [3]. Group 2: Fund Information - The fundamental investment objectives and risk ratings of the affected BMO ETFs and Mutual Funds will remain unchanged despite the management changes [4]. - A list of affected funds includes BMO Canadian Core Plus US Balanced ETF, BMO Canadian Equity Plus ETF, BMO US Dividend Growth ETF, and others [3]. Group 3: Company Overview - BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2025, serving 13 million customers across Canada, the U.S., and select global markets [8][9].