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Bmo Us Dollar Balanced Advisor (0P0000ZQFX)

Toronto

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16.480 +0.040 +0.24%

23/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 195.99M

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

General
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Technical
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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	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	17.093
Price to Book	4.143	2.727
Price to Sales	1.919	1.936
Price to Cash Flow	15.410	11.029
Dividend Yield	1.313	2.284
5 Years Earnings Growth	11.387	10.847

Sector Allocation

Name	Net %	Category Average
Technology	30.390	17.230
Consumer Cyclical	14.530	9.353
Financial Services	14.240	18.564
Healthcare	11.200	10.477
Communication Services	8.660	6.820
Industrials	6.780	12.263
Consumer Defensive	6.550	7.043
Utilities	2.950	3.934
Energy	2.320	6.507
Basic Materials	1.290	4.942
Real Estate	1.090	4.416

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	142.50	-3.21%
Apple	US0378331005	2.90	222.44	-0.55%
Microsoft	US5949181045	2.55	442.74	-0.89%
Amazon.com	US0231351067	2.48	233.50	-0.82%
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	2.08	-	-
Federal National Mortgage Association 5.5%	-	1.42	-	-
Meta Platforms	US30303M1027	1.40	645.74	+1.46%
Alphabet C	US02079K1079	1.19	201.55	+0.99%
Federal National Mortgage Association 4.5%	-	1.14	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO US Dollar Monthly Income A	243.15M	8.07	-0.41	3.67
BMO US Dollar Monthly Income Adviso	243.15M	8.06	-0.41	3.66
BMO US Dollar Monthly Income F	243.15M	9.51	1.03	5.17
BMO US Dollar Monthly Income T5	243.15M	8.03	-0.44	3.63
BMO US Dollar Monthly Income T6	243.15M	8.05	-0.42	3.65

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	16.480	+0.040	+0.24%