Skip to Content
Morningstar

BMO Ultra Short-Term Bond ETF ZST

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

Morningstar’s Analysis ZST

Will ZST 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 ZST’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZST 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 ZST’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in BMO Ultra Short-Term Bond ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ZST

More ZST Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manulife Financial Corporation

9.81 139.8 Mil
Corporate

Bank of Nova Scotia

7.55 107.5 Mil
Corporate

Royal Bank of Canada

7.49 106.7 Mil
Corporate

Canadian Imperial Bank of Commerce

6.90 98.3 Mil
Corporate

Sun Life Financial Inc.

6.78 96.6 Mil
Corporate

The Toronto-Dominion Bank

5.44 77.4 Mil
Corporate

Glacier Credit Card Trust 2.28%

4.66 66.4 Mil
Securitized

The Toronto-Dominion Bank 2.85%

3.55 50.5 Mil
Corporate

National Bank of Canada 2.545%

3.17 45.2 Mil
Corporate

National Bank of Canada 2.983%

2.99 42.6 Mil
Corporate