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Bmo Us Dollar Balanced Advisor (0P000171N1)

Toronto

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23.087 -0.010 -0.03%

14/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 193.81M

Type: Fund

Market: Canada

Asset Class: Other

General
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Technical
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0P000171N1 Holdings

Comprehensive information about top holdings and Key Holding Information for the BMO US Dollar Balanced Advisor (0P000171N1) 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	3.650	3.650	0.000
Shares	47.010	47.010	0.000
Bonds	49.340	50.130	0.790

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.157	17.243
Price to Book	4.009	2.701
Price to Sales	1.797	1.926
Price to Cash Flow	14.382	11.044
Dividend Yield	1.384	2.282
5 Years Earnings Growth	15.281	10.922

Sector Allocation

Name	Net %	Category Average
Technology	31.040	17.179
Consumer Cyclical	13.840	9.283
Financial Services	13.700	18.253
Healthcare	11.430	10.821
Communication Services	9.220	6.578
Industrials	6.630	12.406
Consumer Defensive	6.480	6.979
Utilities	2.780	3.890
Energy	2.430	6.716
Basic Materials	1.370	5.104
Real Estate	1.080	4.431

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 632

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future Dec 24	-	5.51	-	-
NVIDIA	US67066G1040	3.70	146.76	+0.33%
Apple	US0378331005	2.79	228.22	+1.38%
Us 5yr Note (Cbt) Dec24 Xcbt 20241231	-	2.77	-	-
Microsoft	US5949181045	2.48	426.89	+0.40%
Amazon.com	US0231351067	2.25	211.48	-1.22%
Federal National Mortgage Association 5.5%	-	1.42	-	-
Meta Platforms	US30303M1027	1.40	577.16	-0.49%
Alphabet C	US02079K1079	1.22	177.35	-1.74%
Alphabet A	US02079K3059	1.16	175.58	-1.84%

Top Other Funds by BMO Investments Inc.

Name	Total Assets	YTD%	3Y%	10Y%
BMO Balanced ETF Portfolio A	10.04B	11.13	3.45	5.17
BMO Balanced ETF Portfolio Advisor	10.04B	11.15	3.46	5.17
BMO Balanced ETF Portfolio F	10.04B	12.16	4.61	6.35
BMO Balanced ETF Portfolio T6	10.04B	11.13	3.46	5.19
BMO Monthly Income F	6.18B	10.86	4.45	6.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BMO US Dollar Bal.	23.087	-0.010	-0.03%