Model Portfolio Features and Benefits

Features Lipper Leader ETF Short Term Portfolio Lipper Leader ETF Long Term Portfolio Lipper Leader Mutual Fund Short Term Portfolio Lipper Leader Mutual Fund Long Term Portfolio BMO SelectClass Portfolio (Series A) BMO SelectClass Security Portfolio (Series T6)* BMO FundSelect Portfolio
Performance updates
Commentary and podcasts      
Automatic dividend reinvestment    
Fees Commission charges Commission charges No load or No Fee Funds No load or No Fee Funds No Load Funds No Load Funds No Load Funds
Holdings Canadian and US Exchanges Traded Funds Canadian and US Exchanges Traded Funds Canadian and US Dollar Third-party Mutual Funds Canadian and US Dollar Third-party Mutual Funds Canadian and US Dollar BMO Mutual Funds Canadian and US Dollar BMO Mutual Funds Canadian and US Dollar Third-party Mutual Funds
Number of Holdings Components 7-9 ETFs 7-9 ETFs 8 - 10 Mutual Funds 8 - 10 Mutual Funds 1 Fund of Funds 1 Fund of Funds 1 Fund of Funds
Rebalancing        
RRSP Eligibility  
Flexibility Intra-day trading
Purchase to the unit
Intra-day trading
Purchase to the unit
End of day trading
Purchase to penny
End of day trading
Purchase to penny
End of day trading
Purchase to penny
End of day trading
Purchase to penny
End of day trading
Purchase to penny
Minimum investment $25,000 $25,000 $20,000 $20,000 $1,000 $1,000 $1,000
*Note: Series T6 securities are suitable for investors holding securities outside a registered
plan (cannot be purchased in a RSP account) and wishing to receive monthly distributions.