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Bmo Us Dollar Balanced Advisor (0P0000ZQFX)

Toronto

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16.363 -0.150 -0.90%

21/02 - Closed. Currency in USD

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

Morningstar Rating:
Total Assets: 197.9M

General
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Technical
- Technical Analysis
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0P0000ZQFX Holdings

Comprehensive information about top holdings and Key Holding Information for the BMO US Dollar Balanced Advisor (0P0000ZQFX) fund. Our BMO US Dollar Balanced 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	5.210	5.210	0.000
Stocks	47.960	47.960	0.000
Bonds	46.820	48.210	1.390

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.595	17.128
Price to Book	3.859	2.725
Price to Sales	1.821	1.945
Price to Cash Flow	14.585	11.052
Dividend Yield	1.302	2.285
5 Years Earnings Growth	11.000	10.677

Sector Allocation

Name	Net %	Category Average
Technology	28.770	17.573
Financial Services	16.750	18.644
Consumer Cyclical	14.850	9.504
Communication Services	12.570	6.908
Healthcare	8.720	10.411
Consumer Defensive	5.690	6.946
Industrials	4.630	12.055
Energy	2.620	6.430
Utilities	2.470	3.837
Real Estate	2.300	4.402
Basic Materials	0.620	4.861

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 662

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	3.79	-	-
2 Year Treasury Note Future Mar 25	-	3.75	-	-
NVIDIA	US67066G1040	3.29	134.43	-4.05%
10 Year Treasury Note Future Mar 25	-	3.08	-	-
Apple	US0378331005	2.78	245.55	-0.11%
Amazon.com	US0231351067	2.74	216.58	-2.83%
Microsoft	US5949181045	2.41	408.21	-1.90%
Meta Platforms	US30303M1027	1.63	683.55	-1.62%
Alphabet C	US02079K1079	1.39	181.58	-2.71%
Federal National Mortgage Association 5.5%	-	1.35	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO US Dollar Monthly Income T5	246.87M	1.98	1.22	3.76
BMO US Dollar Monthly Income T6	246.87M	1.98	1.24	3.78
BMO US Dollar Monthly Income A	246.87M	1.98	1.25	3.80
BMO US Dollar Monthly Income Adviso	246.87M	1.98	1.24	3.79
BMO US Dollar Monthly Income F	246.87M	2.08	2.70	5.30

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	16.363	-0.150	-0.90%