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Bmo Balanced Etf Portfolio Advisor (0P0000ZACX)

Toronto

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15.839 +0.050 +0.34%

25/02 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

Morningstar Rating:
Total Assets: 10.61B

General
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- Technical Analysis
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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	2.880	2.990	0.110
Stocks	64.310	64.330	0.020
Bonds	28.220	28.400	0.180
Convertible	0.050	0.050	0.000
Preferred	0.010	0.010	0.000
Other	4.520	5.190	0.670

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.620	17.128
Price to Book	2.581	2.725
Price to Sales	1.995	1.945
Price to Cash Flow	11.523	11.052
Dividend Yield	2.283	2.285
5 Years Earnings Growth	9.815	10.677

Sector Allocation

Name	Net %	Category Average
Technology	21.060	17.573
Financial Services	20.420	18.644
Industrials	11.640	12.055
Consumer Cyclical	9.540	9.504
Healthcare	8.980	10.411
Energy	6.520	6.430
Communication Services	6.360	6.908
Consumer Defensive	5.700	6.946
Basic Materials	5.080	4.861
Utilities	2.660	3.837
Real Estate	2.040	4.402

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: 6

Name	ISIN	Weight %	Last	Change %
BMO S&P 500 ETF (CAD)	-	28.66	-	-
BMO S&P/TSX Capped Composite ETF	-	15.87	-	-
BMO MSCI EAFE ETF	-	10.94	-	-
BMO Aggregate Bond ETF	-	8.89	-	-
BMO Mid-Term US IG Corp Bond ETF (CAD)	-	8.39	-	-
BMO Core Plus Bond ETF	-	3.15	-	-
BMO Long Federal Bond ETF	-	2.92	-	-
BMO MSCI Europe Hi Qual Hdgd to CAD ETF	-	2.86	-	-
BMO Emerging Markets Bd Hdgd to CAD ETF	-	2.46	-	-
Bmo Hy Uscobo He In F Cad In Etp	-	2.17	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO Balanced ETF Portfolio A	10.61B	2.94	5.22	5.02
BMO Balanced ETF Portfolio F	10.61B	3.04	6.39	6.20
BMO Balanced ETF Portfolio T6	10.61B	2.94	5.23	5.04
BMO Monthly Income A	6.42B	2.02	4.46	4.92
BMO Monthly Income F	6.42B	2.10	5.39	5.84

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO Balanced ETF .	15.839	+0.050	+0.34%