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Morningstar

BMO Equal Weight Banks ETF ZEB

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

Morningstar’s Analysis ZEB

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

  • People Pillar

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

BMO Equal Weight Banks ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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 ZEB

More ZEB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

National Bank of Canada

16.92 501.3 Mil
Financial Services

Bank of Montreal

16.82 498.4 Mil
Financial Services

Bank of Nova Scotia

16.72 495.4 Mil
Financial Services

Canadian Imperial Bank of Commerce

16.56 490.8 Mil
Financial Services

Royal Bank of Canada

16.45 487.7 Mil
Financial Services

The Toronto-Dominion Bank

16.21 480.4 Mil
Financial Services

Other Assets And Liabilities

0.32 9.6 Mil
—

Canadian Dollar

0.00 141,897
Cash and Equivalents