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Bmo Balanced Etf Portfolio Advisor (0P0000ZACX)

Toronto

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15.398 -0.150 -0.95%

10/01 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 10.18B

Type: Fund

Market: Canada

Issuer: BMO Investments Inc.

Asset Class: Other

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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	2.130	2.240	0.110
Shares	64.870	64.920	0.050
Bonds	30.960	31.640	0.680
Convertible	0.050	0.050	0.000
Preferred	0.020	0.020	0.000
Other	1.980	2.130	0.150

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.297	17.151
Price to Book	2.530	2.734
Price to Sales	1.987	1.937
Price to Cash Flow	11.352	11.051
Dividend Yield	2.317	2.279
5 Years Earnings Growth	10.327	10.869

Sector Allocation

Name	Net %	Category Average
Technology	20.050	17.151
Financial Services	20.040	18.516
Industrials	11.650	12.291
Healthcare	9.370	10.562
Consumer Cyclical	8.950	9.316
Energy	6.710	6.534
Basic Materials	6.300	5.011
Communication Services	6.200	6.757
Consumer Defensive	5.810	7.033
Utilities	2.770	3.887
Real Estate	2.120	4.415

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 47

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
BMO S&P 500 ETF (CAD)	-	27.57	-	-
BMO S&P/TSX Capped Composite ETF	-	16.12	-	-
BMO MSCI EAFE ETF	-	10.86	-	-
BMO Aggregate Bond ETF	-	9.17	-	-
BMO Mid-Term US IG Corp Bond ETF (CAD)	-	8.64	-	-
BMO Core Plus Bond ETF	-	3.30	-	-
BMO MSCI Europe Hi Qual Hdgd to CAD ETF	-	2.85	-	-
BMO Emerging Markets Bd Hdgd to CAD ETF	-	2.57	-	-
BMO High Yld US Corp Bd ETF	-	2.22	-	-
BMO Long Federal Bond ETF	-	2.03	-	-

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO Balanced ETF Portfolio A	10.18B	13.05	3.29	5.19
BMO Balanced ETF Portfolio F	10.18B	14.31	4.44	6.36
BMO Balanced ETF Portfolio T6	10.18B	13.05	3.30	5.20
BMO Monthly Income T6	6.22B	11.76	3.03	5.10
BMO Monthly Income A	6.22B	11.76	3.03	5.10

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO Balanced ETF .	15.398	-0.150	-0.95%