Morningstar

BMO Balanced ETF ZBAL

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

Morningstar’s Analysis ZBAL

Will ZBAL outperform in the 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 ZBAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BMO Balanced ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ZBAL

More ZBAL Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BMO S&P 500 ETF (CAD)

28.28227M
—

BMO Discount Bond ETF

27.66222M
—

BMO S&P/TSX Capped Composite ETF

14.68118M
—

BMO US Aggregate Bond ETF Hedged Units

11.6193M
—

BMO MSCI EAFE ETF

9.8279M
—

BMO MSCI Emerging Markets ETF

5.7546M
—

BMO S&P US Mid Cap ETF

1.4912M
—

BMO S&P US Small Cap ETF

0.726M
—

Canadian Dollar

0.0023,030
Cash and Equivalents

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