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Bmo Us Dollar Balanced Advisor (0P0000ZQFX)

Toronto

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16.055 +0.003 +0.02%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

Morningstar Rating:
Total Assets: 187.54M

General
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Bmo Us Dollar Balanced Advisor Overview

Find basic information about the Bmo Us Dollar Balanced Advisor 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 0P0000ZQFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Technical Chart

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Rating

1-Year Change15.75%

Prev. Close16.052

Risk Rating

TTM Yield0.32%

ROE34.27%

IssuerBMO Investments Inc.

Turnover21.81%

ROA16.33%

Inception DateAug 12, 2013

Total Assets187.54M

ExpensesN/A

Min. Investment500

Market Cap254.05B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1130	1054	1231	1106	1370	1739
Fund Return	12.96%	5.39%	23.07%	3.41%	6.5%	5.69%
Place in category	49	1397	109	227	220	59
% in Category	4	89	9	20	20	8

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO US Dollar Monthly Income Adviso	243.54M	11.18	2.32	4.39
BMO US Dollar Monthly Income F	243.54M	12.35	3.83	5.91
BMO US Dollar Monthly Income T5	243.54M	11.15	2.29	4.36
BMO US Dollar Monthly Income T6	243.54M	11.16	2.31	4.38
BMO US Dollar Monthly Income A	243.54M	11.18	2.33	4.40

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr F	57.4B	13.26	5.15	6.99
RBC Sel Bal Port Sr A	57.4B	12.43	4.13	5.94
CI Signature Glbl Incm Grwth F	9.51B	13.09	5.18	7.72
CI Signature Glbl Incm Grwth A	9.51B	12.15	4.01	6.53
Fidelity Global Bal Cl Port Sr F5	349.46M	15.29	6.35	7.62

Top Holdings

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future Dec 24	-	5.46	-	-
Us 5yr Note (Cbt) Dec24 Xcbt 20241231	-	4.12	-	-
NVIDIA	US67066G1040	3.32	139.79	+2.75%
Apple	US0378331005	2.82	223.25	+0.56%
Microsoft	US5949181045	2.57	412.24	+0.93%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	16.055	+0.003	+0.02%