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Bmo Us Dollar Balanced Advisor (0P0000ZQFX)

Toronto

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16.379 +0.050 +0.28%

23/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 193.23M

Type: Fund

Market: Canada

Asset Class: Other

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	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	17.152
Price to Book	4.143	2.718
Price to Sales	1.919	1.930
Price to Cash Flow	15.410	10.982
Dividend Yield	1.313	2.290
5 Years Earnings Growth	11.387	10.798

Sector Allocation

Name	Net %	Category Average
Technology	30.390	17.032
Consumer Cyclical	14.530	9.381
Financial Services	14.240	18.575
Healthcare	11.200	10.605
Communication Services	8.660	6.647
Industrials	6.780	12.291
Consumer Defensive	6.550	7.061
Utilities	2.950	3.978
Energy	2.320	6.500
Basic Materials	1.290	5.040
Real Estate	1.090	4.418

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	140.25	+0.39%
Apple	US0378331005	2.90	258.20	+1.15%
Microsoft	US5949181045	2.55	439.33	+0.94%
Amazon.com	US0231351067	2.48	229.05	+1.77%
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	2.08	-	-
Federal National Mortgage Association 5.5%	-	1.42	-	-
Meta Platforms	US30303M1027	1.40	607.99	+1.32%
Alphabet C	US02079K1079	1.19	197.62	+0.81%
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 T6	240.41M	12.24	2.11	4.02
BMO US Dollar Monthly Income A	240.41M	12.25	2.12	4.04
BMO US Dollar Monthly Income Adviso	240.41M	12.25	2.11	4.03
BMO US Dollar Monthly Income F	240.41M	13.65	3.60	5.54
BMO US Dollar Monthly Income T5	240.41M	12.22	2.08	4.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	16.379	+0.050	+0.28%