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Bmo Balanced Etf Portfolio Advisor (0P0000ZACX)

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15.403 -0.020    -0.15%
04/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 9.85B
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Other
BMO Balanced ETF Portfolio Advisor 15.403 -0.020 -0.15%

0P0000ZACX Overview

 
Find basic information about the Bmo Balanced Etf Portfolio 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 0P0000ZACX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.78%
Prev. Close15.426
Risk Rating
TTM Yield0.66%
ROE23.47%
IssuerBMO Investments Inc.
Turnover10.78%
ROA9.86%
Inception DateAug 12, 2013
Total Assets9.85B
ExpensesN/A
Min. Investment500
Market Cap135.48B
CategoryGlobal Neutral Balanced
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Bmo Balanced Etf Portfolio Advisor Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1117 1052 1198 1127 1289 1677
Fund Return 11.66% 5.24% 19.8% 4.06% 5.21% 5.31%
Place in category 697 718 678 681 679 310
% in Category 46 50 47 53 60 47

Top Other Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Balanced ETF Portfolio A 9.85B 11.63 4.05 5.31
  BMO Balanced ETF Portfolio F 9.85B 12.56 5.21 6.48
  BMO Balanced ETF Portfolio T6 9.85B 11.63 4.06 5.32
  BMO Monthly Income A 6.07B 10.79 4.26 5.43
  BMO Monthly Income F 6.07B 11.53 5.19 6.36

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr A CDA 57.4B 12.43 4.13 5.94
  RBC Sel Bal Port Sr T5 57.4B 12.44 4.14 5.95
  RBC Sel Bal Port Sr F CAD 57.4B 13.26 5.15 6.99
  Fidelity Global Balanced Portf F5 201.21M 15.28 6.42 7.65
  Fidelity Global Balanced Portf F8 41.84M 15.28 6.41 7.65

Top Holdings

Name ISIN Weight % Last Change %
BMO S&P 500 ETF (CAD) - 24.74 - -
BMO S&P/TSX Capped Composite ETF - 13.86 - -
BMO MSCI EAFE ETF - 11.93 - -
BMO Aggregate Bond ETF - 11.69 - -
BMO Mid-Term US IG Corp Bond ETF (CAD) - 9.03 - -

Technical Summary

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