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Bmo Balanced Etf Portfolio T6 (0P00011S1Y)

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8.869 -0.018    -0.20%
30/05 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 10.77B
BMO Balanced ETF Portfolio T6 8.869 -0.018 -0.20%

0P00011S1Y Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BMO Balanced ETF Portfolio T6 (0P00011S1Y) fund. Our BMO Balanced ETF Portfolio T6 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 1.580 1.690 0.110
Shares 54.820 54.860 0.040
Bonds 36.700 36.820 0.120
Convertible 0.090 0.090 0.000
Preferred 0.010 0.010 0.000
Other 6.800 7.040 0.240

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.411 17.086
Price to Book 2.290 2.699
Price to Sales 1.875 1.933
Price to Cash Flow 10.280 10.808
Dividend Yield 2.557 2.325
5 Years Earnings Growth 9.486 10.070

Sector Allocation

Name  Net % Category Average
Financial Services 21.990 19.287
Technology 17.870 17.375
Industrials 11.930 11.825
Healthcare 9.120 10.163
Consumer Cyclical 8.740 9.373
Energy 7.280 6.376
Basic Materials 6.200 4.760
Consumer Defensive 6.070 7.086
Communication Services 6.010 7.149
Utilities 2.760 3.715
Real Estate 2.040 4.363

Region Allocation

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

Top Holdings

Number of long holdings: 38

Number of short holdings: 4

Name ISIN Weight % Last Change %
BMO S&P 500 ETF (CAD) - 20.25 - -
BMO S&P/TSX Capped Composite ETF - 15.08 - -
BMO Aggregate Bond ETF - 11.50 - -
BMO MSCI EAFE ETF - 10.83 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 8.87 - -
BMO Core Plus Bond ETF - 5.81 - -
BMO Global Equity 2 Acc GB00B5W83K78 4.59 - -
BMO Short Corporate Bond ETF - 3.08 - -
BMO MSCI Europe Hi Qual Hdgd to CAD ETF - 2.76 - -
BMO Emerging Markets Bd Hdgd to CAD ETF - 2.54 - -

Top Other Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Balanced ETF Portfolio A 10.77B -0.91 6.20 4.52
  BMO Balanced ETF Portfolio Advisor 10.77B -0.94 6.21 4.52
  BMO Balanced ETF Portfolio F 10.77B -0.55 7.39 5.68
  BMO Monthly Income T6 6.64B 1.16 5.42 4.88
  BMO Monthly Income A 6.64B 1.16 5.42 4.88
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