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Bmo Us Dollar Balanced Advisor (0P0000ZQFX)

Toronto

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15.514 +0.101 +0.65%

14/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 187.05M

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

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0P0000ZQFX 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.

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Rating

1-Year Change3.65%

Prev. Close15.413

Risk Rating

TTM Yield0.91%

ROE33.53%

IssuerBMO Investments Inc.

Turnover115.69%

ROA15.68%

Inception DateAug 12, 2013

Total Assets187.05M

ExpensesN/A

Min. Investment500

Market Cap233.01B

CategoryGlobal Neutral Balanced

What is your sentiment on BMO US Dollar Balanced Advisor?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	985	985	1054	1097	1456	1619
Fund Return	-1.46%	-1.46%	5.35%	3.12%	7.81%	4.94%
Place in category	1573	1573	152	121	516	111
% in Category	97	97	9	9	45	16

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO US Dollar Monthly Income A	233.65M	2.13	1.75	3.78
BMO US Dollar Monthly Income Adviso	233.65M	2.13	1.74	3.77
BMO US Dollar Monthly Income F	233.65M	2.41	3.18	5.27
BMO US Dollar Monthly Income T5	233.65M	2.12	1.71	3.74
BMO US Dollar Monthly Income T6	233.65M	2.13	1.74	3.76

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr F	56.32B	0.31	6.35	6.18
RBC Sel Bal Port Sr A	56.32B	0.07	5.32	5.14
CI Signature Glbl Incm Grwth F	9.01B	0.15	6.27	6.56
CI Signature Glbl Incm Grwth A	9.01B	-0.12	5.10	5.37
Fidelity Global Bal Cl Port Sr F5	5.8B	0.87	8.75	6.72

Top Holdings

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Jun25 Xcbt 20250630	-	4.67	-	-
2 Year Treasury Note Future June 25	-	3.50	-	-
NVIDIA	US67066G1040	3.11	110.71	-0.20%
Apple	US0378331005	3.02	202.52	+2.21%
10 Year Treasury Note Future June 25	-	2.56	-	-

Technical Summary

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

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