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Bmo Income Etf Portfolio Advisor (0P0000ZACU)

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11.300 +0.020    +0.18%
04/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.53B
BMO Income ETF Portfolio Advisor 11.300 +0.020 +0.18%

0P0000ZACU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BMO Income ETF Portfolio Advisor (0P0000ZACU) fund. Our BMO Income ETF Portfolio Advisor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 1.470 1.540 0.070
Shares 25.080 25.100 0.020
Bonds 69.910 70.120 0.210
Convertible 0.170 0.170 0.000
Preferred 0.020 0.020 0.000
Other 3.340 3.600 0.260

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.515 15.802
Price to Book 2.315 2.248
Price to Sales 1.909 1.814
Price to Cash Flow 10.359 9.474
Dividend Yield 2.547 2.764
5 Years Earnings Growth 9.464 9.429

Sector Allocation

Name  Net % Category Average
Financial Services 21.900 23.813
Technology 18.260 13.271
Industrials 12.020 12.319
Consumer Cyclical 8.850 8.230
Healthcare 8.440 6.056
Energy 7.240 10.470
Consumer Defensive 6.210 6.874
Basic Materials 6.160 6.144
Communication Services 6.150 5.376
Utilities 2.770 4.686
Real Estate 1.990 2.841

Region Allocation

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

Top Holdings

Number of long holdings: 34

Number of short holdings: 4

Name ISIN Weight % Last Change %
BMO Aggregate Bond ETF - 21.45 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 17.15 - -
BMO Core Plus Bond ETF - 10.22 - -
BMO S&P 500 ETF (CAD) - 9.64 - -
BMO Short Corporate Bond ETF - 7.27 - -
BMO S&P/TSX Capped Composite ETF - 6.79 - -
BMO Emerging Markets Bd Hdgd to CAD ETF - 5.28 - -
BMO MSCI EAFE ETF - 4.99 - -
BMO High Yld US Corp Bd Hdgd to CAD ETF - 4.40 - -
BMO Canadian MBS ETF - 3.55 - -

Top Bond Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Conservative ETF Portfolio A 2.69B -0.17 4.66 3.10
  BMO Conservative ETF Portfolio Advi 2.69B -0.17 4.65 3.09
  BMO Conservative ETF Portfolio F 2.69B 0.20 5.82 4.24
  BMO Conservative ETF Portfolio T6 2.69B -0.17 4.65 3.10
  BMO Income ETF Portfolio A 1.53B 0.32 3.61 2.12
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