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Bmo Balanced Etf Portfolio Advisor (0P0000ZACX)

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14.780 -0.156    -1.04%
21/04 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 10.11B
BMO Balanced ETF Portfolio Advisor 14.780 -0.156 -1.04%

0P0000ZACX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BMO Balanced ETF Portfolio Advisor (0P0000ZACX) fund. Our BMO Balanced ETF Portfolio Advisor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.780 1.830 0.050
Shares 54.700 54.790 0.090
Bonds 33.680 33.720 0.040
Convertible 0.080 0.080 0.000
Preferred 0.010 0.010 0.000
Other 9.760 9.820 0.060

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.691 17.171
Price to Book 2.377 2.730
Price to Sales 1.941 1.937
Price to Cash Flow 10.744 10.944
Dividend Yield 2.445 2.312
5 Years Earnings Growth 9.585 10.204

Sector Allocation

Name  Net % Category Average
Financial Services 21.740 19.122
Technology 19.310 17.404
Industrials 11.640 11.888
Healthcare 9.130 10.213
Consumer Cyclical 9.000 9.389
Energy 6.760 6.440
Communication Services 6.180 7.169
Consumer Defensive 5.800 6.988
Basic Materials 5.710 4.772
Utilities 2.680 3.724
Real Estate 2.050 4.406

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 7

Name ISIN Weight % Last Change %
BMO S&P 500 ETF (CAD) - 21.53 - -
BMO S&P/TSX Capped Composite ETF - 15.10 - -
BMO Aggregate Bond ETF - 11.52 - -
BMO MSCI EAFE ETF - 9.69 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 8.80 - -
BMO Core Plus Bond ETF - 5.34 - -
BMO Global Equity 2 Acc GB00B5W83K78 4.69 - -
BMO Long Federal Bond ETF - 2.98 - -
BMO MSCI Europe Hi Qual Hdgd to CAD ETF - 2.77 - -
BMO Emerging Markets Bd Hdgd to CAD ETF - 2.53 - -

Top Other Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Balanced ETF Portfolio T6 10.11B 0.40 5.09 4.55
  BMO Balanced ETF Portfolio A 10.11B 0.40 5.08 4.54
  BMO Balanced ETF Portfolio F 10.11B 0.67 6.25 5.71
  BMO Monthly Income A 6.3B 1.72 4.30 4.83
  BMO Monthly Income F 6.3B 1.94 5.22 5.75
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