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Morningstar

BMO Long Federal Bond ETF ZFL

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZFL

Will ZFL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZFL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZFL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZFL’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit BMO Long Federal Bond ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZFL

More ZFL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canada (Government of)

21.99 735.6 Mil
Government

Canada (Government of) 1.75%

17.57 587.7 Mil
Government

Canada (Government of)

10.97 366.9 Mil
Government

Canada Housing Trust No.1 4.25%

9.33 312.1 Mil
Government

Canada (Government of) 2.75%

7.83 262.0 Mil
Government

Canada (Government of) 2.75%

6.93 231.8 Mil
Government

Canada (Government of) 3.5%

6.27 209.6 Mil
Government

Canada (Government of)

6.17 206.4 Mil
Government

Canada (Government of) 2.75%

4.01 134.0 Mil
Government

Canada (Government of)

3.76 125.8 Mil
Government