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Bmo Balanced Etf Portfolio Advisor (0P0000ZACX)

Toronto

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15.601 +0.050 +0.30%

07:00:00 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 9.84B

Type: Fund

Market: Canada

Asset Class: Other

General
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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	1.820	1.920	0.100
Stocks	61.620	61.690	0.070
Bonds	34.510	34.800	0.290
Convertible	0.050	0.050	0.000
Preferred	0.020	0.020	0.000
Other	2.000	2.170	0.170

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.700	17.209
Price to Book	2.436	2.699
Price to Sales	1.923	1.925
Price to Cash Flow	11.171	11.014
Dividend Yield	2.388	2.285
5 Years Earnings Growth	10.433	10.881

Sector Allocation

Name	Net %	Category Average
Technology	19.840	17.229
Financial Services	19.430	18.270
Industrials	11.910	12.405
Healthcare	9.920	10.769
Consumer Cyclical	9.260	9.296
Basic Materials	6.280	5.097
Energy	6.260	6.669
Consumer Defensive	6.070	6.948
Communication Services	6.060	6.610
Utilities	2.770	3.920
Real Estate	2.190	4.428

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: 8

Name	ISIN	Weight %	Last	Change %
BMO S&P 500 ETF (CAD)	-	25.22	-	-
BMO S&P/TSX Capped Composite ETF	-	13.90	-	-
BMO Aggregate Bond ETF	-	12.11	-	-
BMO MSCI EAFE ETF	-	11.84	-	-
BMO Mid-Term US IG Corp Bond ETF (CAD)	-	8.90	-	-
BMO Core Plus Bond ETF	-	3.37	-	-
BMO MSCI Europe Hi Qual Hdgd to CAD ETF	-	3.04	-	-
BMO Emerging Markets Bd Hdgd to CAD ETF	-	2.67	-	-
BMO High Yld US Corp Bd ETF	-	2.30	-	-
BMO Long Federal Bond ETF	-	2.05	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO Balanced ETF Portfolio A	9.84B	11.13	3.45	5.17
BMO Balanced ETF Portfolio F	9.84B	12.16	4.61	6.35
BMO Balanced ETF Portfolio T6	9.84B	11.13	3.46	5.19
BMO Monthly Income A	6.07B	10.05	3.53	5.19
BMO Monthly Income F	6.07B	10.86	4.45	6.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO Balanced ETF .	15.601	+0.050	+0.30%