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Bmo Us Dollar Balanced A (0P00015LZD)

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23.154 +0.050    +0.20%
21/11 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 193.38M
BMO US Dollar Balanced A 23.154 +0.050 +0.20%

Bmo Us Dollar Balanced A Overview

 
Find basic information about the Bmo Us Dollar Balanced A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00015LZD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change18.41%
Prev. Close23.108
Risk Rating
TTM Yield0.27%
ROE34.52%
IssuerBMO Investments Inc.
Turnover21.81%
ROA16.74%
Inception DateAug 12, 2013
Total Assets193.38M
ExpensesN/A
Min. Investment500
Market Cap256.5B
CategoryGlobal Neutral Balanced
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Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1020 1233 1052 1333 1683
Fund Return 11.19% 2.01% 23.25% 1.72% 5.92% 5.34%
Place in category 41 151 113 155 155 60
% in Category 3 11 9 13 13 8

Top Other Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Balanced ETF Portfolio A 10.01B 11.13 3.45 5.17
  BMO Balanced ETF Portfolio Advisor 10.01B 11.15 3.46 5.17
  BMO Balanced ETF Portfolio F 10.01B 12.16 4.61 6.35
  BMO Balanced ETF Portfolio T6 10.01B 11.13 3.46 5.19
  BMO Monthly Income A 6.16B 10.05 3.53 5.19

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr T5 58.06B 11.98 3.43 5.81
  RBC Sel Bal Port Sr F CAD 58.06B 12.90 4.44 6.85
  RBC Sel Bal Port Sr A CDA 58.06B 11.98 3.42 5.80
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Dec 24 - 5.51 - -
  NVIDIA US67066G1040 3.70 141.94 -3.23%
  Apple US0378331005 2.79 229.22 +0.31%
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 - 2.77 - -
  Microsoft US5949181045 2.48 414.72 +0.45%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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