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Bmo Us Dollar Balanced F (0P000171N2)

Toronto

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24.755 +0.020 +0.09%

07:00:00 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

Morningstar Rating:
Total Assets: 199.33M

General
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Technical
- Technical Analysis
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0P000171N2 Holdings

Comprehensive information about top holdings and Key Holding Information for the BMO US Dollar Balanced F (0P000171N2) fund. Our BMO US Dollar Balanced F 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	3.410	3.410	0.000
Stocks	49.510	49.510	0.000
Bonds	47.090	47.820	0.730

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.389	17.103
Price to Book	4.143	2.727
Price to Sales	1.919	1.945
Price to Cash Flow	15.410	11.053
Dividend Yield	1.313	2.287
5 Years Earnings Growth	11.387	10.654

Sector Allocation

Name	Net %	Category Average
Technology	30.390	17.514
Consumer Cyclical	14.530	9.482
Financial Services	14.240	18.579
Healthcare	11.200	10.478
Communication Services	8.660	6.874
Industrials	6.780	12.122
Consumer Defensive	6.550	7.002
Utilities	2.950	3.898
Energy	2.320	6.423
Basic Materials	1.290	4.890
Real Estate	1.090	4.341

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 638

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
10 Year Treasury Note Future Mar 25	-	4.26	-	-
NVIDIA	US67066G1040	3.81	139.40	+0.40%
Apple	US0378331005	2.90	244.47	-0.05%
Microsoft	US5949181045	2.55	409.64	+0.30%
Amazon.com	US0231351067	2.48	226.65	-0.89%
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	2.08	-	-
Federal National Mortgage Association 5.5%	-	1.42	-	-
Meta Platforms	US30303M1027	1.40	716.37	-2.76%
Alphabet C	US02079K1079	1.19	185.80	-0.57%
Federal National Mortgage Association 4.5%	-	1.14	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO Balanced ETF Portfolio A	10.64B	2.94	5.22	5.02
BMO Balanced ETF Portfolio Advisor	10.64B	2.91	5.22	5.02
BMO Balanced ETF Portfolio F	10.64B	3.04	6.39	6.20
BMO Balanced ETF Portfolio T6	10.64B	2.94	5.23	5.04
BMO Monthly Income A	6.43B	2.02	4.46	4.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	24.755	+0.020	+0.09%