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BMO Dow Jones Ind Avg Hdgd to CAD ETF ZDJ

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

Morningstar’s Analysis ZDJ

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BMO Dow Jones Ind Avg Hdgd to CAD ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZDJ

More ZDJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

8.14 32.7 Mil
Healthcare

Microsoft Corp

6.92 27.8 Mil
Technology

The Goldman Sachs Group Inc

6.87 27.6 Mil
Financial Services

The Home Depot Inc

6.31 25.3 Mil
Consumer Cyclical

Caterpillar Inc

6.03 24.2 Mil
Industrials

Salesforce Inc

4.95 19.9 Mil
Technology

Amgen Inc

4.68 18.8 Mil
Healthcare

McDonald's Corp

4.64 18.6 Mil
Consumer Cyclical

Visa Inc Class A

4.59 18.4 Mil
Financial Services

The Travelers Companies Inc

3.79 15.2 Mil
Financial Services